HHM Wealth Advisors’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
Q2 | $355K | Buy |
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|
2025
Q1 | $276K | Buy |
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|
2024
Q4 | $261K | Sell |
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|
2024
Q3 | $316K | Hold |
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|
2024
Q2 | $298K | Buy |
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|
2024
Q1 | $270K | Hold |
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|
2023
Q4 | $246K | Hold |
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|
2023
Q3 | $222K | Sell |
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|
2023
Q2 | $251K | Buy |
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|
2023
Q1 | $176K | Buy |
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|
2022
Q4 | $152K | Hold |
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|
2022
Q3 | $143K | Buy |
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|
2022
Q2 | $50K | Buy |
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