LFASL
Lugano Financial Advisors SA (LFA)’s First Trust Technology AlphaDEX Fund FXL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-530
| Closed | -$58.9K | – | 189 |
|
|
2023
Q3 | $58.9K | Hold |
530
| – | – | 0.05% | 110 |
|
|
2023
Q2 | $61K | Hold |
530
| – | – | 0.04% | 125 |
|
|
2023
Q1 | $55.8K | Hold |
530
| – | – | 0.04% | 85 |
|
|
2022
Q4 | $48.5K | Hold |
530
| – | – | 0.04% | 95 |
|
|
2022
Q3 | $46K | Hold |
530
| – | – | 0.04% | 86 |
|
|
2022
Q2 | $49K | Sell |
530
-1,630
| -75% | -$151K | 0.03% | 88 |
|
|
2022
Q1 | $252K | Buy |
2,160
+1,630
| +308% | +$190K | 0.17% | 58 |
|
|
2021
Q4 | $70K | Hold |
530
| – | – | 0.04% | 84 |
|
|
2021
Q3 | $65K | Hold |
530
| – | – | 0.04% | 78 |
|
|
2021
Q2 | $66K | Hold |
530
| – | – | 0.04% | 74 |
|
|
2021
Q1 | $60K | Buy |
+530
| New | +$60K | 0.04% | 76 |
|