Rockefeller Capital Management’s Phreesia PHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-6,012
| Closed | -$114K | – | 1739 |
|
|
2023
Q2 | $114K | Sell |
6,012
-541
| -8% | -$10.3K | ﹤0.01% | 1760 |
|
|
2023
Q1 | $211K | Buy |
6,553
+2,091
| +47% | +$67.3K | ﹤0.01% | 1793 |
|
|
2022
Q4 | $144K | Sell |
4,462
-62
| -1% | -$2K | ﹤0.01% | 1830 |
|
|
2022
Q3 | $115K | Buy |
4,524
+3,887
| +610% | +$98.8K | ﹤0.01% | 1917 |
|
|
2022
Q2 | $15K | Buy |
637
+574
| +911% | +$13.5K | ﹤0.01% | 2907 |
|
|
2022
Q1 | $1K | Sell |
63
-488
| -89% | -$7.75K | ﹤0.01% | 3765 |
|
|
2021
Q4 | $22K | Buy |
551
+74
| +16% | +$2.96K | ﹤0.01% | 2603 |
|
|
2021
Q3 | $29K | Hold |
477
| – | – | ﹤0.01% | 2416 |
|
|
2021
Q2 | $29K | Hold |
477
| – | – | ﹤0.01% | 2316 |
|
|
2021
Q1 | $24K | Buy |
477
+12
| +3% | +$604 | ﹤0.01% | 2205 |
|
|
2020
Q4 | $25K | Buy |
+465
| New | +$25K | ﹤0.01% | 1919 |
|