AE Wealth Management’s Global X S&P 500 Catholic Values ETF CATH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $593K | Buy |
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|
2025
Q1 | $530K | Sell |
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|
2024
Q4 | $563K | Buy |
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|
2024
Q3 | $550K | Buy |
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|
2024
Q2 | $515K | Sell |
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|
2024
Q1 | $508K | Sell |
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|
2023
Q4 | $511K | Buy |
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|
2023
Q3 | $415K | Buy |
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|
2023
Q2 | $405K | Buy |
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|
2023
Q1 | $285K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $270K | Buy |
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|
2021
Q4 | $254K | Hold |
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|
2021
Q3 | $232K | Sell |
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|
2021
Q2 | $512K | Buy |
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|
2021
Q1 | $463K | Buy |
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