OneDigital Investment 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 | $890K | Hold |
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|
2025
Q2 | $828K | Hold |
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|
2025
Q1 | $741K | Hold |
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|
2024
Q4 | $778K | Buy |
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|
2024
Q3 | $748K | Hold |
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|
2024
Q2 | $705K | Hold |
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|
2024
Q1 | $686K | Hold |
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|
2023
Q4 | $625K | Sell |
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|
2023
Q3 | $899K | Buy |
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|
2023
Q2 | $933K | Hold |
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|
2023
Q1 | $861K | Buy |
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|
2022
Q4 | $795K | Hold |
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|
2022
Q3 | $746K | Buy |
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|
2022
Q2 | $783K | Hold |
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|
2022
Q1 | $951K | Buy |
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|
2021
Q4 | $460K | Sell |
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|
2021
Q3 | $438K | Buy |
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|
2021
Q2 | $399K | Hold |
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|
2021
Q1 | $371K | Buy |
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|
2020
Q4 | $344K | Buy |
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|
2020
Q3 | $279K | Buy |
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