AWM
Atticus Wealth Management’s NEOS Enhanced Income 1-3 Month T-Bill ETF CSHI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.7M | Sell |
336,056
-39,375
| -10% | -$1.96M | 4.51% | 3 |
|
|
2025
Q1 | $18.6M | Sell |
375,431
-24,316
| -6% | -$1.21M | 6.08% | 2 |
|
|
2024
Q4 | $19.9M | Sell |
399,747
-304
| -0.1% | -$15.1K | 6.19% | 3 |
|
|
2024
Q3 | $19.9M | Sell |
400,051
-277,486
| -41% | -$13.8M | 6.4% | 3 |
|
|
2024
Q2 | $33.7M | Buy |
677,537
+86,692
| +15% | +$4.31M | 11.02% | 2 |
|
|
2024
Q1 | $29.4M | Buy |
590,845
+64,550
| +12% | +$3.21M | 9.62% | 2 |
|
|
2023
Q4 | $26.3M | Buy |
526,295
+522,635
| +14,280% | +$26.1M | 9.27% | 2 |
|
|
2023
Q3 | $183K | Buy |
+3,660
| New | +$183K | 0.07% | 134 |
|