LFASL
Lugano Financial Advisors SA (LFA)’s iShares MSCI ACWI ETF ACWI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-700
| Closed | -$55K | – | 124 |
|
|
2019
Q4 | $55K | Buy |
+700
| New | +$55K | 0.04% | 107 |
|
|
2019
Q2 | $52K | Hold |
700
| – | – | 0.03% | 106 |
|
|
2019
Q1 | $50K | Hold |
700
| – | – | 0.03% | 109 |
|
|
2018
Q4 | $52K | Hold |
700
| – | – | 0.04% | 129 |
|
|
2018
Q3 | $52K | Hold |
700
| – | – | 0.04% | 129 |
|
|
2018
Q2 | $49K | Buy |
+700
| New | +$49K | 0.05% | 98 |
|