Sterling Investment Advisors (Pennsylvania)’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 | $313K | Hold |
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|
2025
Q2 | $291K | Hold |
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|
2025
Q1 | $261K | Hold |
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|
2024
Q4 | $273K | Hold |
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|
2024
Q3 | $268K | Hold |
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|
2024
Q2 | $252K | Hold |
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|
2024
Q1 | $246K | Hold |
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|
2023
Q4 | $224K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $207K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $171K | Buy |
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|
2022
Q1 | $191K | Buy |
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|
2021
Q4 | $128K | Hold |
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|
2021
Q3 | $118K | Buy |
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|
2021
Q2 | $94K | Buy |
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|
2021
Q1 | $82K | Buy |
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|
2020
Q4 | $37K | Hold |
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|
2020
Q3 | $34K | Buy |
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|
2020
Q2 | $11K | Hold |
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|
2020
Q1 | $9K | Sell |
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|
2019
Q4 | $23K | Hold |
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|
2019
Q3 | $22K | Buy |
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|
2019
Q2 | $16K | Buy |
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