J.P. Morgan Private Wealth Advisors’s Phreesia PHR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-11,473
| Closed | -$356K | – | 1768 |
|
|
2023
Q2 | $356K | Sell |
11,473
-920
| -7% | -$28.5K | ﹤0.01% | 1169 |
|
|
2023
Q1 | $400K | Buy |
12,393
+2,315
| +23% | +$74.8K | ﹤0.01% | 1559 |
|
|
2022
Q4 | $326K | Sell |
10,078
-377
| -4% | -$12.2K | ﹤0.01% | 1626 |
|
|
2022
Q3 | $266K | Sell |
10,455
-1,885
| -15% | -$48K | ﹤0.01% | 1705 |
|
|
2022
Q2 | $309K | Buy |
12,340
+1,192
| +11% | +$29.8K | ﹤0.01% | 1634 |
|
|
2022
Q1 | $294K | Buy |
11,148
+422
| +4% | +$11.1K | ﹤0.01% | 1753 |
|
|
2021
Q4 | $447K | Buy |
10,726
+1,452
| +16% | +$60.5K | ﹤0.01% | 1596 |
|
|
2021
Q3 | $572K | Buy |
9,274
+46
| +0.5% | +$2.84K | ﹤0.01% | 1449 |
|
|
2021
Q2 | $566K | Buy |
9,228
+3,313
| +56% | +$203K | ﹤0.01% | 1433 |
|
|
2021
Q1 | $308K | Sell |
5,915
-2,199
| -27% | -$115K | ﹤0.01% | 1517 |
|
|
2020
Q4 | $440K | Buy |
8,114
+836
| +11% | +$45.3K | ﹤0.01% | 1336 |
|
|
2020
Q3 | $234K | Buy |
+7,278
| New | +$234K | ﹤0.01% | 1470 |
|