FWS
FinDec Wealth Services’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 | $262K | Hold |
3,479
| – | – | 0.27% | 29 |
|
|
2025
Q1 | $235K | Sell |
3,479
-240
| -6% | -$16.2K | 0.23% | 35 |
|
|
2024
Q4 | $263K | Sell |
3,719
-55
| -1% | -$3.9K | 0.18% | 36 |
|
|
2024
Q3 | $262K | Sell |
3,774
-73
| -2% | -$5.07K | 0.15% | 38 |
|
|
2024
Q2 | $252K | Sell |
3,847
-460
| -11% | -$30.1K | 0.16% | 37 |
|
|
2024
Q1 | $274K | Sell |
4,307
-509
| -11% | -$32.4K | 0.17% | 38 |
|
|
2023
Q4 | $279K | Buy |
+4,816
| New | +$279K | 0.19% | 39 |
|