Rothschild Investment LLC’s Phreesia PHR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.27K | Buy |
115
+50
| +77% | +$1.42K | ﹤0.01% | 1726 |
|
2025
Q1 | $1.66K | Buy |
65
+25
| +63% | +$639 | ﹤0.01% | 2015 |
|
2024
Q4 | $1.01K | Sell |
40
-20
| -33% | -$503 | ﹤0.01% | 2218 |
|
2024
Q3 | $1.37K | Buy |
60
+35
| +140% | +$797 | ﹤0.01% | 1948 |
|
2024
Q2 | $530 | Buy |
25
+20
| +400% | +$424 | ﹤0.01% | 1976 |
|
2024
Q1 | $120 | Buy |
+5
| New | +$120 | ﹤0.01% | 2104 |
|