EWP
Elevation Wealth Partners’s Global X S&P 500 Catholic Values ETF CATH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.6K | Hold |
366
| – | – | 0.01% | 293 |
|
|
2025
Q1 | $24.7K | Buy |
366
+2
| +0.5% | +$135 | 0.01% | 298 |
|
|
2024
Q4 | $25.8K | Sell |
364
-30
| -8% | -$2.13K | 0.01% | 290 |
|
|
2024
Q3 | $27.4K | Buy |
394
+1
| +0.3% | +$69 | 0.01% | 277 |
|
|
2024
Q2 | $25.7K | Sell |
393
-115
| -23% | -$7.52K | 0.01% | 270 |
|
|
2024
Q1 | $32.3K | Buy |
508
+4
| +0.8% | +$254 | 0.02% | 259 |
|
|
2023
Q4 | $26.4K | Hold |
504
| – | – | 0.02% | 260 |
|
|
2023
Q3 | $26.4K | Buy |
504
+2
| +0.4% | +$105 | 0.02% | 194 |
|
|
2023
Q2 | $27.3K | Hold |
502
| – | – | 0.02% | 196 |
|
|
2023
Q1 | $25.2K | Buy |
+502
| New | +$25.2K | 0.02% | 201 |
|