Glassman Wealth Services’s Phreesia PHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-85
| Closed | -$1.97K | – | 1377 |
|
|
2023
Q4 | $1.97K | Buy |
85
+46
| +118% | +$1.07K | ﹤0.01% | 1352 |
|
|
2023
Q3 | $729 | Hold |
39
| – | – | ﹤0.01% | 1653 |
|
|
2023
Q2 | $1.21K | Hold |
39
| – | – | ﹤0.01% | 1388 |
|
|
2023
Q1 | $1.26K | Hold |
39
| – | – | ﹤0.01% | 1361 |
|
|
2022
Q4 | $1.26K | Hold |
39
| – | – | ﹤0.01% | 1370 |
|
|
2022
Q3 | $1K | Hold |
39
| – | – | ﹤0.01% | 1487 |
|
|
2022
Q2 | $1K | Buy |
+39
| New | +$1K | ﹤0.01% | 1490 |
|
|
2022
Q1 | – | Sell |
-10
| Closed | – | – | 1874 |
|
|
2021
Q4 | $0 | Buy |
+10
| New | – | ﹤0.01% | 1840 |
|