TWD
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True Wealth Design’s Phreesia PHR Stock Holding History

True Wealth Design’s Portfolio PHR Stock Details PHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$2.53K Buy
89
+68
+324% +$1.94K ﹤0.01% 1082
2025
Q1 		$537 Buy
+21
New +$537 ﹤0.01% 1517