McClarren Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $696K | Sell |
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|
2025
Q2 | $792K | Buy |
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|
2025
Q1 | $759K | Sell |
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|
2024
Q4 | $792K | Buy |
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|
2024
Q3 | $18.4K | Buy |
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|
2024
Q2 | $727K | Sell |
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|
2024
Q1 | $756K | Buy |
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|
2023
Q4 | $473K | Buy |
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|
2023
Q3 | $414K | Sell |
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|
2023
Q2 | $445K | Buy |
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|
2023
Q1 | $407K | Buy |
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|
2022
Q4 | $376K | Sell |
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|
2022
Q3 | $355K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $476K | Buy |
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|
2021
Q4 | $501K | Sell |
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|
2021
Q3 | $466K | Buy |
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|
2021
Q2 | $459K | Buy |
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|
2021
Q1 | $245K | Hold |
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|
2020
Q4 | $228K | Buy |
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