Stifel Financial’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 |
-6,638
| Closed | -$206K | – | 3376 |
|
|
2023
Q2 | $206K | Sell |
6,638
-65
| -1% | -$2.02K | ﹤0.01% | 3041 |
|
|
2023
Q1 | $216K | Buy |
+6,703
| New | +$216K | ﹤0.01% | 3007 |
|
|
2022
Q1 | – | Sell |
-7,653
| Closed | -$319K | – | 3466 |
|
|
2021
Q4 | $319K | Buy |
+7,653
| New | +$319K | ﹤0.01% | 2875 |
|
|
2021
Q1 | – | Sell |
-14,921
| Closed | -$810K | – | 3270 |
|
|
2020
Q4 | $810K | Buy |
+14,921
| New | +$810K | ﹤0.01% | 2005 |
|