LFASL
Lugano Financial Advisors SA (LFA)’s iShares MSCI Switzerland ETF EWL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.48M | Buy |
26,962
+7,716
| +40% | +$423K | 0.88% | 26 |
|
|
2025
Q1 | $997K | Buy |
19,246
+1,632
| +9% | +$84.5K | 0.68% | 33 |
|
|
2024
Q4 | $810K | Sell |
17,614
-1,118
| -6% | -$51.4K | 0.53% | 37 |
|
|
2024
Q3 | $976K | Buy |
18,732
+5,528
| +42% | +$288K | 0.66% | 34 |
|
|
2024
Q2 | $637K | Sell |
13,204
-3,840
| -23% | -$185K | 0.48% | 35 |
|
|
2024
Q1 | $811K | Buy |
17,044
+2,576
| +18% | +$123K | 0.59% | 37 |
|
|
2023
Q4 | $698K | Buy |
14,468
+4,919
| +52% | +$237K | 0.55% | 38 |
|
|
2023
Q3 | $416K | Sell |
9,549
-9,855
| -51% | -$429K | 0.36% | 37 |
|
|
2023
Q2 | $897K | Buy |
19,404
+12,823
| +195% | +$593K | 0.6% | 35 |
|
|
2023
Q1 | $298K | Sell |
6,581
-1,725
| -21% | -$78.2K | 0.23% | 43 |
|
|
2022
Q4 | $348K | Buy |
8,306
+460
| +6% | +$19.3K | 0.26% | 46 |
|
|
2022
Q3 | $294K | Sell |
7,846
-2,565
| -25% | -$96.1K | 0.23% | 57 |
|
|
2022
Q2 | $432K | Buy |
10,411
+8,410
| +420% | +$349K | 0.3% | 44 |
|
|
2022
Q1 | $99K | Sell |
2,001
-720
| -26% | -$35.6K | 0.07% | 71 |
|
|
2021
Q4 | $143K | Buy |
2,721
+1,212
| +80% | +$63.7K | 0.08% | 66 |
|
|
2021
Q3 | $70K | Buy |
1,509
+140
| +10% | +$6.49K | 0.05% | 76 |
|
|
2021
Q2 | $67K | Hold |
1,369
| – | – | 0.04% | 73 |
|
|
2021
Q1 | $61K | Hold |
1,369
| – | – | 0.04% | 74 |
|
|
2020
Q4 | $61K | Sell |
1,369
-1,000
| -42% | -$44.6K | 0.05% | 86 |
|
|
2020
Q3 | $99K | Buy |
2,369
+1,304
| +122% | +$54.5K | 0.09% | 77 |
|
|
2020
Q2 | $42K | Hold |
1,065
| – | – | 0.04% | 95 |
|
|
2020
Q1 | $43K | Sell |
1,065
-1,510
| -59% | -$61K | 0.04% | 107 |
|
|
2019
Q4 | $105K | Buy |
+2,575
| New | +$105K | 0.08% | 92 |
|
|
2019
Q2 | $144K | Buy |
3,844
+53
| +1% | +$1.99K | 0.09% | 83 |
|
|
2019
Q1 | $133K | Sell |
3,791
-13,499
| -78% | -$474K | 0.08% | 92 |
|
|
2018
Q4 | $599K | Hold |
17,290
| – | – | 0.42% | 41 |
|
|
2018
Q3 | $599K | Sell |
17,290
-2,041
| -11% | -$70.7K | 0.42% | 41 |
|
|
2018
Q2 | $625K | Buy |
+19,331
| New | +$625K | 0.6% | 39 |
|