JP Morgan Private Wealth Advisors’s Phreesia PHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $356K | Sell |
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|
2023
Q1 | $400K | Buy |
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|
2022
Q4 | $326K | Sell |
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|
2022
Q3 | $266K | Sell |
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|
2022
Q2 | $309K | Buy |
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|
2022
Q1 | $294K | Buy |
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|
2021
Q4 | $447K | Buy |
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|
2021
Q3 | $572K | Buy |
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|
2021
Q2 | $566K | Buy |
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|
2021
Q1 | $308K | Sell |
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|
2020
Q4 | $440K | Buy |
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|
2020
Q3 | $234K | Buy |
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