Jones Financial Companies’s Global X S&P 500 Catholic Values ETF CATH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$708K Buy
9,461
+2,830
+43% +$212K ﹤0.01% 1147
2025
Q1
$444K Buy
6,631
+1,374
+26% +$92K ﹤0.01% 1182
2024
Q4
$372K Buy
5,257
+2,952
+128% +$209K ﹤0.01% 1104
2024
Q3
$159K Buy
2,305
+82
+4% +$5.66K ﹤0.01% 1219
2024
Q2
$145K Buy
+2,223
New +$145K ﹤0.01% 923