WESPAC Advisors SoCal’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 | $945K | Hold |
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|
2025
Q2 | $880K | Hold |
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|
2025
Q1 | $788K | Hold |
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|
2024
Q4 | $826K | Sell |
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|
2024
Q3 | $823K | Hold |
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|
2024
Q2 | $776K | Hold |
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|
2024
Q1 | $755K | Sell |
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|
2023
Q4 | $737K | Sell |
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|
2023
Q3 | $675K | Sell |
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|
2023
Q2 | $714K | Sell |
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|
2023
Q1 | $691K | Sell |
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|
2022
Q4 | $687K | Hold |
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|
2022
Q3 | $697K | Hold |
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|
2022
Q2 | $678K | Hold |
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|
2022
Q1 | $824K | Buy |
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|
2021
Q4 | $259K | Buy |
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|
2021
Q3 | $211K | Hold |
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|
2021
Q2 | $208K | Buy |
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