Valeo Financial Advisors’s Phreesia PHR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-670	Closed	-$22K	–	1761
2020 Q3	$22K	Hold	670	–	–	﹤0.01%	868
2020 Q2	$19K	Hold	670	–	–	﹤0.01%	1024
2020 Q1	$13K	Buy	670 +335	+100%	+$6.5K	﹤0.01%	967
2019 Q4	$9K	Buy	+335	New	+$9K	﹤0.01%	1133