IFP Advisors’s Phreesia PHR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.31K | Buy |
+46
| New | +$1.31K | ﹤0.01% | 4106 |
|
|
2025
Q1 | – | Hold |
0
| – | -$75 | – | 4603 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 4133 |
|
|
2023
Q4 | – | Sell |
-30
| Closed | -$560 | – | 3263 |
|
|
2023
Q3 | $560 | Hold |
30
| – | – | ﹤0.01% | 3091 |
|
|
2023
Q2 | $930 | Hold |
30
| – | – | ﹤0.01% | 3093 |
|
|
2023
Q1 | $752 | Hold |
30
| – | – | ﹤0.01% | 3132 |
|
|
2022
Q4 | $1K | Buy |
30
+3
| +11% | +$100 | ﹤0.01% | 4439 |
|
|
2022
Q3 | $1K | Hold |
27
| – | – | ﹤0.01% | 4641 |
|
|
2022
Q2 | $1K | Hold |
27
| – | – | ﹤0.01% | 4415 |
|
|
2022
Q1 | $1K | Buy |
+27
| New | +$1K | ﹤0.01% | 4415 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 4234 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 4008 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 3909 |
|
|
2020
Q4 | – | Sell |
-350
| Closed | -$11K | – | 3746 |
|
|
2020
Q3 | $11K | Buy |
+350
| New | +$11K | ﹤0.01% | 1868 |
|