Clifford Swan Investment Counsel’s Global X S&P 500 Catholic Values ETF CATH Stock Holding History

Clifford Swan Investment Counsel’s Portfolio CATH Stock Details CATH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$3.06M	Hold
2025 Q1	$2.74M	Sell
2024 Q4	$2.91M	Hold
2024 Q3	$2.85M	Hold
2024 Q2	$2.68M	Sell
2024 Q1	$2.62M	Hold
2023 Q4	$2.39M	Sell
2023 Q3	$2.18M	Hold
2023 Q2	$2.27M	Hold
2023 Q1	$2.09M	Hold
2022 Q4	$1.94M	Sell
2022 Q3	$1.84M	Hold
2022 Q2	$1.93M	Sell
2022 Q1	$2.51M	Hold
2021 Q4	$2.65M	Hold
2021 Q3	$2.58M	Sell
2021 Q2	$2.46M	Hold
2021 Q1	$2.23M	Sell
2020 Q4	$2.18M	Sell
2020 Q3	$2.2M	Hold
2020 Q2	$2.02M	Hold
2020 Q1	$1.69M	Sell
2019 Q4	$2.16M	Buy