Private Trust Company’s Phreesia PHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-195
| Closed | -$3.64K | – | 2399 |
|
|
2023
Q3 | $3.64K | Hold |
195
| – | – | ﹤0.01% | 1970 |
|
|
2023
Q2 | $6.05K | Sell |
195
-10
| -5% | -$310 | ﹤0.01% | 1813 |
|
|
2023
Q1 | $6.62K | Hold |
205
| – | – | ﹤0.01% | 1744 |
|
|
2022
Q4 | $7K | Hold |
205
| – | – | ﹤0.01% | 1699 |
|
|
2022
Q3 | $5K | Hold |
205
| – | – | ﹤0.01% | 1682 |
|
|
2022
Q2 | $5K | Buy |
+205
| New | +$5K | ﹤0.01% | 1761 |
|