LFASL
Lugano Financial Advisors SA (LFA)’s SPDR Euro Stoxx 50 ETF FEZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.2M | Buy |
53,598
+1,789
| +3% | +$107K | 1.9% | 16 |
|
|
2025
Q1 | $2.82M | Sell |
51,809
-671
| -1% | -$36.5K | 1.92% | 16 |
|
|
2024
Q4 | $2.53M | Hold |
52,480
| – | – | 1.65% | 22 |
|
|
2024
Q3 | $2.79M | Buy |
52,480
+12,158
| +30% | +$647K | 1.9% | 19 |
|
|
2024
Q2 | $2.02M | Sell |
40,322
-21,055
| -34% | -$1.05M | 1.54% | 23 |
|
|
2024
Q1 | $3.23M | Sell |
61,377
-352
| -0.6% | -$18.5K | 2.35% | 14 |
|
|
2023
Q4 | $2.95M | Sell |
61,729
-2,997
| -5% | -$143K | 2.32% | 15 |
|
|
2023
Q3 | $2.72M | Buy |
64,726
+1,076
| +2% | +$45.2K | 2.33% | 16 |
|
|
2023
Q2 | $2.93M | Sell |
63,650
-2,500
| -4% | -$115K | 1.95% | 19 |
|
|
2023
Q1 | $2.97M | Sell |
66,150
-13,649
| -17% | -$613K | 2.25% | 18 |
|
|
2022
Q4 | $3.09M | Buy |
79,799
+32,613
| +69% | +$1.26M | 2.29% | 15 |
|
|
2022
Q3 | $1.45M | Sell |
47,186
-29,680
| -39% | -$913K | 1.14% | 28 |
|
|
2022
Q2 | $2.67M | Buy |
76,866
+22,295
| +41% | +$776K | 1.87% | 20 |
|
|
2022
Q1 | $2.25M | Sell |
54,571
-10,848
| -17% | -$447K | 1.5% | 24 |
|
|
2021
Q4 | $3.05M | Buy |
65,419
+2,900
| +5% | +$135K | 1.76% | 19 |
|
|
2021
Q3 | $2.83M | Sell |
62,519
-141,633
| -69% | -$6.41M | 1.86% | 17 |
|
|
2021
Q2 | $9.56M | Buy |
204,152
+31,910
| +19% | +$1.49M | 6.02% | 4 |
|
|
2021
Q1 | $7.67M | Sell |
172,242
-11,117
| -6% | -$495K | 5.36% | 7 |
|
|
2020
Q4 | $7.65M | Buy |
183,359
+8,231
| +5% | +$343K | 5.93% | 5 |
|
|
2020
Q3 | $6.67M | Buy |
175,128
+32
| +0% | +$1.22K | 6.19% | 5 |
|
|
2020
Q2 | $6.31M | Sell |
175,096
-53,565
| -23% | -$1.93M | 6.66% | 5 |
|
|
2020
Q1 | $8.94M | Buy |
228,661
+65,027
| +40% | +$2.54M | 8.04% | 2 |
|
|
2019
Q4 | $6.68M | Buy |
+163,634
| New | +$6.68M | 4.88% | 6 |
|
|
2019
Q2 | $6.04M | Sell |
157,767
-532
| -0.3% | -$20.4K | 3.74% | 8 |
|
|
2019
Q1 | $5.79M | Buy |
158,299
+7,561
| +5% | +$277K | 3.47% | 9 |
|
|
2018
Q4 | $5.77M | Hold |
150,738
| – | – | 4.01% | 5 |
|
|
2018
Q3 | $5.77M | Buy |
150,738
+69,038
| +85% | +$2.64M | 4.01% | 5 |
|
|
2018
Q2 | $3.11M | Buy |
+81,700
| New | +$3.11M | 2.98% | 10 |
|