LFASL
Lugano Financial Advisors SA (LFA)’s Global X FinTech ETF FINX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,600
| Closed | -$57.4K | – | 194 |
|
|
2023
Q2 | $57.4K | Hold |
2,600
| – | – | 0.04% | 131 |
|
|
2023
Q1 | $54.1K | Hold |
2,600
| – | – | 0.04% | 87 |
|
|
2022
Q4 | $50.1K | Hold |
2,600
| – | – | 0.04% | 90 |
|
|
2022
Q3 | $53K | Hold |
2,600
| – | – | 0.04% | 84 |
|
|
2022
Q2 | $55K | Buy |
2,600
+1,300
| +100% | +$27.5K | 0.04% | 87 |
|
|
2022
Q1 | $42K | Hold |
1,300
| – | – | 0.03% | 85 |
|
|
2021
Q4 | $52K | Hold |
1,300
| – | – | 0.03% | 92 |
|
|
2021
Q3 | $62K | Hold |
1,300
| – | – | 0.04% | 79 |
|
|
2021
Q2 | $62K | Hold |
1,300
| – | – | 0.04% | 77 |
|
|
2021
Q1 | $57K | Buy |
+1,300
| New | +$57K | 0.04% | 78 |
|
|
2019
Q1 | – | Sell |
-2,000
| Closed | -$58K | – | 150 |
|
|
2018
Q4 | $58K | Hold |
2,000
| – | – | 0.04% | 125 |
|
|
2018
Q3 | $58K | Hold |
2,000
| – | – | 0.04% | 125 |
|
|
2018
Q2 | $52K | Buy |
+2,000
| New | +$52K | 0.05% | 96 |
|