LFASL
Lugano Financial Advisors SA (LFA)’s iShares Core High Dividend ETF HDV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-190
| Closed | -$16K | – | 111 |
|
|
2020
Q3 | $16K | Hold |
190
| – | – | 0.01% | 103 |
|
|
2020
Q2 | $16K | Hold |
190
| – | – | 0.02% | 106 |
|
|
2020
Q1 | $18K | Hold |
190
| – | – | 0.02% | 116 |
|
|
2019
Q4 | $19K | Buy |
+190
| New | +$19K | 0.01% | 126 |
|
|
2019
Q2 | $18K | Hold |
190
| – | – | 0.01% | 125 |
|
|
2019
Q1 | $17K | Hold |
190
| – | – | 0.01% | 120 |
|
|
2018
Q4 | $17K | Hold |
190
| – | – | 0.01% | 150 |
|
|
2018
Q3 | $17K | Hold |
190
| – | – | 0.01% | 150 |
|
|
2018
Q2 | $16K | Buy |
+190
| New | +$16K | 0.02% | 122 |
|