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FinDec Wealth Services’s Global X S&P 500 Catholic Values ETF CATH Stock Holding History

FinDec Wealth Services’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
Q4 		– Sell
-3,479
Closed -$282K – 34
2025
Q3 		$282K Hold
3,479
– – 0.29% 25
2025
Q2 		$262K Hold
3,479
– – 0.27% 29
2025
Q1 		$235K Sell
3,479
-240
-6% -$17K 0.23% 35
2024
Q4 		$263K Sell
3,719
-55
-1% -$3.93K 0.18% 36
2024
Q3 		$262K Sell
3,774
-73
-2% -$4.86K 0.15% 38
2024
Q2 		$252K Sell
3,847
-460
-11% -$29.1K 0.16% 37
2024
Q1 		$274K Sell
4,307
-509
-11% -$30.8K 0.17% 38
2023
Q4 		$279K Buy
+4,816
New +$262K 0.19% 39

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