Barnes Wealth Management Group’s Global X S&P 500 Catholic Values ETF CATH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$218K Buy
+2,884
New +$218K 0.13% 147
2025
Q1
Sell
-2,893
Closed -$205K 161
2024
Q4
$205K Buy
+2,893
New +$205K 0.14% 136