Simplex Trading’s Phreesia PHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $81K | Buy |
+2,875
| New | +$81K | ﹤0.01% | 1258 |
|
|
2025
Q1 | – | Sell |
-928
| Closed | -$23K | – | 3593 |
|
|
2024
Q4 | $23K | Sell |
928
-2,160
| -70% | -$53.5K | ﹤0.01% | 1654 |
|
|
2024
Q3 | $70K | Buy |
+3,088
| New | +$70K | ﹤0.01% | 1190 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 3636 |
|
|
2024
Q1 | – | Sell |
-15,949
| Closed | -$369K | – | 3603 |
|
|
2023
Q4 | $369K | Buy |
15,949
+14,001
| +719% | +$324K | ﹤0.01% | 747 |
|
|
2023
Q3 | $36K | Buy |
1,948
+1,252
| +180% | +$23.1K | ﹤0.01% | 1307 |
|
|
2023
Q2 | $21K | Buy |
+696
| New | +$21K | ﹤0.01% | 1530 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 3656 |
|
|
2022
Q4 | – | Sell |
-607
| Closed | -$15K | – | 3771 |
|
|
2022
Q3 | $15K | Sell |
607
-4,080
| -87% | -$101K | ﹤0.01% | 1850 |
|
|
2022
Q2 | $117K | Buy |
+4,687
| New | +$117K | ﹤0.01% | 1087 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 3925 |
|
|
2021
Q4 | – | Sell |
-2,727
| Closed | -$169K | – | 3956 |
|
|
2021
Q3 | $169K | Hold |
2,727
| – | – | ﹤0.01% | 1408 |
|
|
2021
Q2 | $167K | Buy |
+2,727
| New | +$167K | ﹤0.01% | 1437 |
|
|
2021
Q1 | – | Sell |
-199
| Closed | -$10K | – | 3430 |
|
|
2020
Q4 | $10K | Buy |
+199
| New | +$10K | ﹤0.01% | 1942 |
|
|
2020
Q3 | – | Sell |
-193
| Closed | -$5K | – | 2937 |
|
|
2020
Q2 | $5K | Buy |
+193
| New | +$5K | ﹤0.01% | 1745 |
|