FIA
APXH
Foundations Investment Advisors’s APEX HealthCare ETF APXH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-282,667
| Closed | -$2.49M | – | 544 |
|
|
2022
Q4 | $2.49M | Buy |
282,667
+9,762
| +4% | +$85.9K | 0.1% | 111 |
|
|
2022
Q3 | $2.15M | Sell |
272,905
-286,185
| -51% | -$2.25M | 0.09% | 95 |
|
|
2022
Q2 | $4.85M | Buy |
559,090
+68,964
| +14% | +$598K | 0.2% | 56 |
|
|
2022
Q1 | $4.61M | Buy |
490,126
+257,881
| +111% | +$2.43M | 0.18% | 50 |
|
|
2021
Q4 | $2.27M | Buy |
+232,245
| New | +$2.27M | 0.09% | 86 |
|