Clearstead Advisors’s Phreesia PHR Stock Holding History

Clearstead Advisors’s Portfolio PHR Stock Details PHR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$114	Buy
2024 Q3	–	Sell
2024 Q2	$3.94K	Buy
2021 Q4	–	Sell
2021 Q3	$29K	Buy