Veritable’s Phreesia PHR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-4,500
Closed -$278K 922
2021
Q3
$278K Sell
4,500
-146
-3% -$9.02K ﹤0.01% 715
2021
Q2
$285K Sell
4,646
-544
-10% -$33.4K ﹤0.01% 701
2021
Q1
$270K Buy
5,190
+537
+12% +$27.9K ﹤0.01% 689
2020
Q4
$252K Sell
4,653
-3,339
-42% -$181K ﹤0.01% 678
2020
Q3
$257K Buy
+7,992
New +$257K 0.01% 621