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Sendero Wealth Management’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
2023
Q1
Sell
-23,105
Closed -$1.07M 104
2022
Q4
$1.07M Hold
23,105
0.38% 52
2022
Q3
$1.01M Buy
+23,105
New +$1.01M 0.42% 39