Raymond James Financial Services Advisors’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 |
-18,803
| Closed | -$450K | – | 3477 |
|
|
2024
Q1 | $450K | Buy |
18,803
+876
| +5% | +$21K | ﹤0.01% | 2591 |
|
|
2023
Q4 | $415K | Buy |
17,927
+2,805
| +19% | +$64.9K | ﹤0.01% | 2520 |
|
|
2023
Q3 | $282K | Buy |
15,122
+2,313
| +18% | +$43.2K | ﹤0.01% | 2692 |
|
|
2023
Q2 | $397K | Sell |
12,809
-26
| -0.2% | -$806 | ﹤0.01% | 2481 |
|
|
2023
Q1 | $414K | Sell |
12,835
-416
| -3% | -$13.4K | ﹤0.01% | 2450 |
|
|
2022
Q4 | $429K | Sell |
13,251
-196
| -1% | -$6.34K | ﹤0.01% | 2347 |
|
|
2022
Q3 | $343K | Buy |
13,447
+140
| +1% | +$3.57K | ﹤0.01% | 2492 |
|
|
2022
Q2 | $333K | Buy |
13,307
+4,880
| +58% | +$122K | ﹤0.01% | 2514 |
|
|
2022
Q1 | $222K | Buy |
8,427
+1,447
| +21% | +$38.1K | ﹤0.01% | 2898 |
|
|
2021
Q4 | $291K | Buy |
6,980
+45
| +0.6% | +$1.88K | ﹤0.01% | 2728 |
|
|
2021
Q3 | $428K | Buy |
6,935
+201
| +3% | +$12.4K | ﹤0.01% | 2465 |
|
|
2021
Q2 | $413K | Sell |
6,734
-2,298
| -25% | -$141K | ﹤0.01% | 2501 |
|
|
2021
Q1 | $471K | Buy |
9,032
+2,339
| +35% | +$122K | ﹤0.01% | 2327 |
|
|
2020
Q4 | $363K | Sell |
6,693
-2,961
| -31% | -$161K | ﹤0.01% | 2338 |
|
|
2020
Q3 | $310K | Buy |
+9,654
| New | +$310K | ﹤0.01% | 2253 |
|