AWM
LSST
Accel Wealth Management’s Natixis Loomis Sayles Short Duration Income ETF LSST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-2,162
| Closed | -$51K | – | 1096 |
|
|
2022
Q3 | $51K | Hold |
2,162
| – | – | 0.03% | 358 |
|
|
2022
Q2 | $51K | Hold |
2,162
| – | – | 0.03% | 342 |
|
|
2022
Q1 | $52K | Sell |
2,162
-116,605
| -98% | -$2.8M | 0.03% | 376 |
|
|
2021
Q4 | $2.96M | Buy |
118,767
+18,617
| +19% | +$463K | 1.45% | 16 |
|
|
2021
Q3 | $2.52M | Buy |
100,150
+17,143
| +21% | +$432K | 1.63% | 12 |
|
|
2021
Q2 | $2.1M | Buy |
+83,007
| New | +$2.1M | 1.39% | 14 |
|