RWA
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Ropes Wealth Advisors’s Phreesia PHR Stock Holding History

Ropes Wealth Advisors’s Portfolio PHR Stock Details PHR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-346
Closed -$19K – 634
2020
Q4 		$19K Buy
346
+92
+36% +$5.05K ﹤0.01% 490
2020
Q3 		$8K Buy
254
+146
+135% +$4.6K ﹤0.01% 534
2020
Q2 		$3K Buy
+108
New +$3K ﹤0.01% 516