Creative 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 | $2.94M | Sell |
|
|||||
|
2025
Q2 | $2.75M | Buy |
|
|||||
|
2025
Q1 | $2.02M | Buy |
|
|||||
|
2024
Q4 | $1.98M | Buy |
|
|||||
|
2024
Q3 | $1.93M | Buy |
|
|||||
|
2024
Q2 | $1.57M | Sell |
|
|||||
|
2024
Q1 | $1.57M | Buy |
|
|||||
|
2023
Q4 | $1.41M | Buy |
|
|||||
|
2023
Q3 | $1.21M | Sell |
|
|||||
|
2023
Q2 | $1.31M | Buy |
|
|||||
|
2023
Q1 | $1.08M | Buy |
|
|||||
|
2022
Q4 | $993K | Sell |
|
|||||
|
2022
Q3 | $1.13M | Buy |
|
|||||
|
2022
Q2 | $907K | Sell |
|
|||||
|
2022
Q1 | $1.14M | Buy |
|
|||||
|
2021
Q4 | $1.05M | Buy |
|
|||||
|
2021
Q3 | $694K | Buy |
|
|||||
|
2021
Q2 | – | Sell |
|
|||||
|
2021
Q1 | $294K | Buy |
|