LWM
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Liberty Wealth Management’s Phreesia PHR Stock Holding History

Liberty Wealth Management’s Portfolio PHR Stock Details PHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-200
Closed -$12K – 836
2021
Q3 		$12K Hold
200
– – ﹤0.01% 791
2021
Q2 		$12K Hold
200
– – ﹤0.01% 615
2021
Q1 		$13K Hold
200
– – 0.01% 543
2020
Q4 		$13K Buy
+200
New +$13K 0.01% 540