TWA
TCI Wealth Advisors’s Phreesia PHR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-359
| Closed | -$11.6K | – | 1654 |
|
|
2023
Q1 | $11.6K | Hold |
359
| – | – | ﹤0.01% | 991 |
|
|
2022
Q4 | $11.6K | Hold |
359
| – | – | ﹤0.01% | 969 |
|
|
2022
Q3 | $9K | Hold |
359
| – | – | ﹤0.01% | 1091 |
|
|
2022
Q2 | $9K | Buy |
+359
| New | +$9K | ﹤0.01% | 1095 |
|
|
2021
Q4 | – | Sell |
-100
| Closed | -$6K | – | 2453 |
|
|
2021
Q3 | $6K | Hold |
100
| – | – | ﹤0.01% | 1477 |
|
|
2021
Q2 | $6K | Buy |
100
+67
| +203% | +$4.02K | ﹤0.01% | 1326 |
|
|
2021
Q1 | $2K | Buy |
+33
| New | +$2K | ﹤0.01% | 1824 |
|