IFP 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 | $413K | Sell |
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|
2025
Q1 | $381K | Buy |
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|
2024
Q4 | $387K | Buy |
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|
2024
Q3 | $273K | Buy |
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|
2024
Q2 | $28.6K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $200K | Buy |
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|
2022
Q3 | $181K | Buy |
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|
2022
Q2 | $41K | Hold |
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|
2022
Q1 | $41K | Buy |
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|
2021
Q3 | – | Hold |
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|
2021
Q2 | – | Hold |
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|
2021
Q1 | – | Hold |
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|
2020
Q4 | – | Hold |
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|
2020
Q3 | – | Hold |
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|
2020
Q2 | – | Hold |
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|
2020
Q1 | – | Hold |
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|
2019
Q4 | – | Hold |
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|
2019
Q3 | – | Hold |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $59K | Buy |
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|
2018
Q2 | $54K | Buy |
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|
2018
Q1 | $46K | Hold |
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|
2017
Q4 | $46K | Hold |
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|
2017
Q3 | $44K | Buy |
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|
2017
Q2 | $39K | Hold |
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|
2017
Q1 | $38K | Buy |
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|
2016
Q4 | $26K | Buy |
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