Provence Wealth Management Group’s APEX HealthCare ETF APXH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-17,478
Closed -$154K 146
2022
Q4
$154K Buy
+17,478
New +$150K 0.13% 118

Provence Wealth Management Group's APXH Position: Q1 2023 in Review

Provence Wealth Management Group sold out of APEX HealthCare ETF (APXH) in Q1 2023, closing a stake of 17,478 shares — an estimated $154K sold.

Provence Wealth Management Group first reported a position in APXH in Q4 2022 and held it in 1 quarter. The position peaked at $154K in Q4 2022. 0 funds tracked by Wall St. Rank hold APXH as of Q1 2023.

  • Provence Wealth Management Group reported no remaining APEX HealthCare ETF position as of Q1 2023 after selling out during the quarter.
  • Provence Wealth Management Group sold 17,478 APEX HealthCare ETF shares in Q1 2023, an estimated $154K.
  • Provence Wealth Management Group first reported a position in APEX HealthCare ETF in Q4 2022 and held it in 1 quarter.
  • Provence Wealth Management Group's APEX HealthCare ETF position peaked at $154K in Q4 2022.
  • 0 funds tracked by Wall St. Rank held APEX HealthCare ETF as of Q1 2023.

Based on Provence Wealth Management Group's 13F filing for Q1 2023, filed 27 Apr 2023.