Clearstead Advisors’s Phreesia PHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $114 | Buy |
+4
| New | +$114 | ﹤0.01% | 2599 |
|
|
2024
Q3 | – | Sell |
-186
| Closed | -$3.94K | – | 2094 |
|
|
2024
Q2 | $3.94K | Buy |
+186
| New | +$3.94K | ﹤0.01% | 1718 |
|
|
2021
Q4 | – | Sell |
-463
| Closed | -$29K | – | 1394 |
|
|
2021
Q3 | $29K | Buy |
+463
| New | +$29K | ﹤0.01% | 710 |
|