Capital Planning’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
Q3 | $297K | Hold |
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|
2025
Q2 | $277K | Sell |
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|
2025
Q1 | $249K | Hold |
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|
2024
Q4 | $263K | Hold |
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|
2024
Q3 | $256K | Hold |
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|
2024
Q2 | $242K | Hold |
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|
2024
Q1 | $235K | Hold |
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|
2023
Q4 | $215K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $204K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $207K | Hold |
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|
2021
Q4 | $221K | Buy |
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