Lugano Financial Advisors SA (LFA)’s SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.15M | Hold |
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|
2025
Q1 | $1.07M | Hold |
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|
2024
Q4 | $1.09M | Hold |
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|
2024
Q3 | $1.07M | Hold |
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|
2024
Q2 | $1.01M | Hold |
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|
2024
Q1 | $1.02M | Hold |
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|
2023
Q4 | $1.01M | Hold |
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|
2023
Q3 | $948K | Sell |
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|
2023
Q2 | $1.55M | Sell |
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|
2023
Q1 | $1.5M | Buy |
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|
2022
Q4 | $1.32M | Sell |
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|
2022
Q3 | $1.59M | Buy |
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|
2022
Q2 | $1.35M | Buy |
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|
2022
Q1 | $1.42M | Sell |
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|
2021
Q4 | $1.62M | Buy |
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|
2021
Q3 | $813K | Hold |
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|
2021
Q2 | $826K | Hold |
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|
2021
Q1 | $794K | Sell |
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|
2020
Q4 | $1.79M | Hold |
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|
2020
Q3 | $1.53M | Hold |
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|
2020
Q2 | $1.31M | Hold |
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|
2020
Q1 | $1.24M | Hold |
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|
2019
Q4 | $1.2M | Buy |
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|
2019
Q2 | $1.14M | Buy |
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|
2019
Q1 | $1.05M | Hold |
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|
2018
Q4 | $1.08M | Hold |
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|
2018
Q3 | $1.08M | Buy |
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