O'Shaughnessy Asset Management’s Phreesia PHR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-2,121
| Closed | -$131K | – | 2138 |
|
|
2021
Q3 | $131K | Buy |
2,121
+332
| +19% | +$20.5K | ﹤0.01% | 1249 |
|
|
2021
Q2 | $110K | Hold |
1,789
| – | – | ﹤0.01% | 1270 |
|
|
2021
Q1 | $93K | Hold |
1,789
| – | – | ﹤0.01% | 1227 |
|
|
2020
Q4 | $97K | Buy |
+1,789
| New | +$97K | ﹤0.01% | 1080 |
|