LFASL
Lugano Financial Advisors SA (LFA)’s SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $220K | Hold |
500
| – | – | 0.13% | 72 |
|
|
2025
Q1 | $210K | Hold |
500
| – | – | 0.14% | 66 |
|
|
2024
Q4 | $213K | Hold |
500
| – | – | 0.14% | 66 |
|
|
2024
Q3 | $212K | Hold |
500
| – | – | 0.14% | 70 |
|
|
2024
Q2 | $196K | Hold |
500
| – | – | 0.15% | 64 |
|
|
2024
Q1 | $199K | Buy |
+500
| New | +$199K | 0.14% | 66 |
|
|
2023
Q4 | – | Sell |
-500
| Closed | -$167K | – | 184 |
|
|
2023
Q3 | $167K | Sell |
500
-730
| -59% | -$245K | 0.14% | 59 |
|
|
2023
Q2 | $423K | Buy |
1,230
+500
| +68% | +$172K | 0.28% | 45 |
|
|
2023
Q1 | $243K | Hold |
730
| – | – | 0.18% | 45 |
|
|
2022
Q4 | $242K | Hold |
730
| – | – | 0.18% | 51 |
|
|
2022
Q3 | $210K | Hold |
730
| – | – | 0.16% | 63 |
|
|
2022
Q2 | $224K | Hold |
730
| – | – | 0.16% | 57 |
|
|
2022
Q1 | $252K | Buy |
+730
| New | +$252K | 0.17% | 57 |
|
|
2021
Q1 | – | Sell |
-620
| Closed | -$190K | – | 103 |
|
|
2020
Q4 | $190K | Buy |
+620
| New | +$190K | 0.15% | 63 |
|