Janiczek Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $4M | Buy |
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|
2024
Q1 | $3.86M | Buy |
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|
2023
Q4 | $3.23M | Hold |
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|
2023
Q3 | $2.92M | Hold |
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|
2023
Q2 | $3.03M | Hold |
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|
2023
Q1 | $2.81M | Hold |
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|
2022
Q4 | $2.69M | Hold |
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|
2022
Q3 | $2.45M | Hold |
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|
2022
Q2 | $2.8M | Hold |
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|
2022
Q1 | $3.11M | Hold |
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|
2021
Q4 | $3.28M | Hold |
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|
2021
Q3 | $3.01M | Hold |
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|
2021
Q2 | $2.97M | Hold |
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|
2021
Q1 | $2.76M | Hold |
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|
2020
Q4 | $2.58M | Sell |
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|
2020
Q3 | $4.06M | Hold |
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|
2020
Q2 | $3.72M | Hold |
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|
2020
Q1 | $3.11M | Buy |
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|
2019
Q4 | $3.34M | Hold |
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|
2019
Q3 | $3.09M | Hold |
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|
2019
Q2 | $3.03M | Buy |
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|
2019
Q1 | $2.21M | Buy |
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