Steward Partners Investment Advisory’s Global X S&P 500 Catholic Values ETF CATH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.43M | Sell |
32,199
-257
| -0.8% | -$19.4K | 0.02% | 658 |
|
|
2025
Q1 | $2.19M | Buy |
32,456
+65
| +0.2% | +$4.39K | 0.02% | 638 |
|
|
2024
Q4 | $2.29M | Buy |
32,391
+2,715
| +9% | +$192K | 0.02% | 591 |
|
|
2024
Q3 | $2.06M | Buy |
29,676
+4,100
| +16% | +$284K | 0.02% | 615 |
|
|
2024
Q2 | $1.67M | Buy |
25,576
+676
| +3% | +$44.2K | 0.02% | 642 |
|
|
2024
Q1 | $1.58M | Buy |
+24,900
| New | +$1.58M | 0.02% | 650 |
|