LFASL
Lugano Financial Advisors SA (LFA)’s iShares Currency Hedged MSCI Eurozone ETF HEZU Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q1 | – | Sell |
-1,350
| Closed | -$42K | – | 110 |
|
2020
Q4 | $42K | Hold |
1,350
| – | – | 0.03% | 91 |
|
2020
Q3 | $38K | Hold |
1,350
| – | – | 0.04% | 92 |
|
2020
Q2 | $38K | Hold |
1,350
| – | – | 0.04% | 96 |
|
2020
Q1 | $42K | Hold |
1,350
| – | – | 0.04% | 108 |
|
2019
Q4 | $43K | Buy |
+1,350
| New | +$43K | 0.03% | 113 |
|
2019
Q2 | $1.37M | Hold |
44,666
| – | – | 0.85% | 18 |
|
2019
Q1 | $1.31M | Sell |
44,666
-1,500
| -3% | -$44K | 0.79% | 18 |
|
2018
Q4 | $1.37M | Hold |
46,166
| – | – | 0.95% | 19 |
|
2018
Q3 | $1.37M | Buy |
46,166
+1,350
| +3% | +$40K | 0.95% | 19 |
|
2018
Q2 | $1.34M | Buy |
+44,816
| New | +$1.34M | 1.28% | 21 |
|