Stephens Inc’s Phreesia PHR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-9,248
| Closed | -$287K | – | 1265 |
|
|
2023
Q2 | $287K | Buy |
+9,248
| New | +$287K | 0.01% | 934 |
|
|
2022
Q2 | – | Sell |
-12,927
| Closed | -$341K | – | 1311 |
|
|
2022
Q1 | $341K | Buy |
12,927
+4,382
| +51% | +$116K | 0.01% | 972 |
|
|
2021
Q4 | $356K | Buy |
8,545
+342
| +4% | +$14.2K | 0.01% | 984 |
|
|
2021
Q3 | $506K | Buy |
8,203
+24
| +0.3% | +$1.48K | 0.01% | 865 |
|
|
2021
Q2 | $501K | Buy |
8,179
+165
| +2% | +$10.1K | 0.01% | 880 |
|
|
2021
Q1 | $418K | Buy |
+8,014
| New | +$418K | 0.01% | 892 |
|