MBE 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $440K | Buy |
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|
2025
Q1 | $386K | Buy |
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|
2024
Q4 | $358K | Sell |
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|
2024
Q3 | $354K | Buy |
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|
2024
Q2 | $323K | Sell |
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|
2024
Q1 | $318K | Hold |
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|
2023
Q4 | $290K | Sell |
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|
2023
Q3 | $267K | Hold |
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|
2023
Q2 | $278K | Hold |
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|
2023
Q1 | $256K | Buy |
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|
2022
Q4 | $236K | Buy |
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|
2022
Q3 | $217K | Buy |
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|
2022
Q2 | $226K | Buy |
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|
2022
Q1 | $251K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $37K | Buy |
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