Atria Wealth Solutions’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-11,370
| Closed | -$271K | – | 2039 |
|
|
2024
Q2 | $271K | Sell |
11,370
-1,843
| -14% | -$44K | ﹤0.01% | 1550 |
|
|
2024
Q1 | $316K | Sell |
13,213
-3,189
| -19% | -$76.2K | ﹤0.01% | 1516 |
|
|
2023
Q4 | $393K | Hold |
16,402
| – | – | ﹤0.01% | 1323 |
|
|
2023
Q3 | $386K | Buy |
16,402
+927
| +6% | +$21.8K | 0.01% | 1258 |
|
|
2023
Q2 | $364K | Hold |
15,475
| – | – | 0.01% | 1318 |
|
|
2023
Q1 | $368K | Sell |
15,475
-200
| -1% | -$4.75K | 0.01% | 1305 |
|
|
2022
Q4 | $370K | Buy |
+15,675
| New | +$370K | 0.01% | 1234 |
|