CIBC Private Wealth Group’s Phreesia PHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,485
| Closed | -$33.8K | – | 3138 |
|
|
2024
Q3 | $33.8K | Hold |
1,485
| – | – | ﹤0.01% | 1919 |
|
|
2024
Q2 | $30K | Hold |
1,485
| – | – | ﹤0.01% | 1873 |
|
|
2024
Q1 | $34.3K | Buy |
+1,485
| New | +$34.3K | ﹤0.01% | 1824 |
|
|
2022
Q2 | – | Sell |
-850
| Closed | -$22K | – | 1273 |
|
|
2022
Q1 | $22K | Buy |
+850
| New | +$22K | ﹤0.01% | 1100 |
|