LP
LGL Partners’s Phreesia PHR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $335K | Sell |
12,487
-14,862
| -54% | -$399K | 0.15% | 40 |
|
|
2025
Q1 | $699K | Buy |
+27,349
| New | +$699K | 0.34% | 30 |
|
|
2020
Q4 | – | Sell |
-62,761
| Closed | -$2.02M | – | 97 |
|
|
2020
Q3 | $2.02M | Sell |
62,761
-66,933
| -52% | -$2.15M | 1.22% | 19 |
|
|
2020
Q2 | $3.67M | Buy |
+129,694
| New | +$3.67M | 2.28% | 10 |
|