JP Morgan Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
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|
2022
Q1 | $1.37M | Hold |
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|
2021
Q4 | $1.45M | Hold |
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2021
Q3 | $1.32M | Hold |
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|
2021
Q2 | $1.31M | Hold |
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|
2021
Q1 | $1.22M | Sell |
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|
2020
Q4 | $1.27M | Hold |
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|
2020
Q3 | $1.14M | Hold |
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|
2020
Q2 | $1.05M | Hold |
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|
2020
Q1 | $874K | Hold |
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|
2019
Q4 | $1.08M | Hold |
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|
2019
Q3 | $1M | Hold |
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|
2019
Q2 | $983K | Buy |
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