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Intercontinental Wealth Advisors’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
2023
Q2
$2.74M Hold
50,405
0.66% 25
2023
Q1
$2.53M Buy
50,405
+185
+0.4% +$9.29K 0.65% 24
2022
Q4
$2.34M Buy
50,220
+850
+2% +$39.5K 0.69% 24
2022
Q3
$2.16M Buy
+49,370
New +$2.16M 0.68% 22