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Concorde Asset Management’s Phreesia PHR Stock Holding History

Concorde Asset Management’s Portfolio PHR Stock Details PHR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-23,886
Closed -$1.3M – 230
2020
Q4 		$1.3M Sell
23,886
-6,708
-22% -$364K 0.72% 35
2020
Q3 		$983K Buy
+30,594
New +$983K 0.56% 51