Fermata Advisors’s Natixis Loomis Sayles Short Duration Income ETF LSST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
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|
2024
Q2 | $772K | Sell |
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|
2024
Q1 | $781K | Sell |
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|
2023
Q4 | $2.69M | Buy |
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|
2023
Q3 | $1.9M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $836K | Sell |
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|
2022
Q4 | $1.96M | Sell |
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|
2022
Q3 | $1.97M | Sell |
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|
2022
Q2 | $2.04M | Buy |
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|
2022
Q1 | $838K | Buy |
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|
2021
Q4 | $718K | Buy |
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|
2021
Q3 | $380K | Buy |
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