New York Life Investment Management’s Phreesia PHR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-15,046
| Closed | -$360K | – | 1192 |
|
2024
Q1 | $360K | Buy |
+15,046
| New | +$360K | ﹤0.01% | 1213 |
|
2023
Q1 | – | Sell |
-21,521
| Closed | -$696K | – | 1343 |
|
2022
Q4 | $696K | Buy |
21,521
+2,310
| +12% | +$74.8K | 0.01% | 684 |
|
2022
Q3 | $489K | Buy |
19,211
+1,520
| +9% | +$38.7K | 0.01% | 761 |
|
2022
Q2 | $442K | Buy |
+17,691
| New | +$442K | 0.01% | 815 |
|