Financial Advocates Investment Management’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 | $306K | Buy |
4,062
+183
| +5% | +$13.8K | 0.03% | 491 |
|
|
2025
Q1 | $262K | Sell |
3,879
-29
| -0.7% | -$1.96K | 0.02% | 590 |
|
|
2024
Q4 | $277K | Buy |
3,908
+207
| +6% | +$14.7K | 0.02% | 613 |
|
|
2024
Q3 | $257K | Buy |
3,701
+441
| +14% | +$30.6K | 0.01% | 643 |
|
|
2024
Q2 | $213K | Buy |
3,260
+74
| +2% | +$4.84K | 0.01% | 659 |
|
|
2024
Q1 | $203K | Buy |
+3,186
| New | +$203K | 0.01% | 712 |
|