Cape Investment Advisory’s Natixis Loomis Sayles Short Duration Income ETF LSST Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-367
Closed -$8.79K 1199
2023
Q4
$8.79K Hold
367
﹤0.01% 692
2023
Q3
$8.63K Sell
367
-55
-13% -$1.29K ﹤0.01% 582
2023
Q2
$9.93K Sell
422
-1,862
-82% -$43.8K 0.01% 554
2023
Q1
$54.2K Buy
+2,284
New +$54.2K 0.03% 254