MGIA
Moneta Group Investment Advisors’s Global X S&P 500 Catholic Values ETF CATH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $397K | Buy |
5,261
+300
| +6% | +$22.6K | ﹤0.01% | 497 |
|
|
2025
Q1 | $335K | Buy |
4,961
+684
| +16% | +$46.2K | ﹤0.01% | 504 |
|
|
2024
Q4 | $303K | Hold |
4,277
| – | – | ﹤0.01% | 530 |
|
|
2024
Q3 | $297K | Hold |
4,277
| – | – | ﹤0.01% | 522 |
|
|
2024
Q2 | $280K | Hold |
4,277
| – | – | ﹤0.01% | 506 |
|
|
2024
Q1 | $272K | Hold |
4,277
| – | – | ﹤0.01% | 515 |
|
|
2023
Q4 | $248K | Buy |
+4,277
| New | +$248K | ﹤0.01% | 486 |
|