MCM
McKinley Capital Management’s Phreesia PHR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-88,760
| Closed | -$1.66M | – | 171 |
|
|
2023
Q3 | $1.66M | Hold |
88,760
| – | – | 0.23% | 104 |
|
|
2023
Q2 | $2.75M | Sell |
88,760
-11,600
| -12% | -$360K | 0.37% | 82 |
|
|
2023
Q1 | $3.24M | Buy |
+100,360
| New | +$3.24M | 0.43% | 78 |
|
|
2022
Q1 | – | Sell |
-90,480
| Closed | -$3.77M | – | 183 |
|
|
2021
Q4 | $3.77M | Hold |
90,480
| – | – | 0.34% | 95 |
|
|
2021
Q3 | $5.58M | Hold |
90,480
| – | – | 0.53% | 66 |
|
|
2021
Q2 | $5.55M | Hold |
90,480
| – | – | 0.39% | 76 |
|
|
2021
Q1 | $4.71M | Hold |
90,480
| – | – | 0.36% | 80 |
|
|
2020
Q4 | $4.91M | Sell |
90,480
-375
| -0.4% | -$20.3K | 0.35% | 84 |
|
|
2020
Q3 | $2.92M | Sell |
90,855
-50
| -0.1% | -$1.61K | 0.23% | 98 |
|
|
2020
Q2 | $2.57M | Buy |
90,905
+425
| +0.5% | +$12K | 0.18% | 107 |
|
|
2020
Q1 | $1.9M | Buy |
+90,480
| New | +$1.9M | 0.15% | 107 |
|