LFASL
Lugano Financial Advisors SA (LFA)’s iShares Biotechnology ETF IBB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $152K | Hold |
1,200
| – | – | 0.09% | 89 |
|
|
2025
Q1 | $153K | Hold |
1,200
| – | – | 0.1% | 83 |
|
|
2024
Q4 | $159K | Hold |
1,200
| – | – | 0.1% | 84 |
|
|
2024
Q3 | $175K | Hold |
1,200
| – | – | 0.12% | 81 |
|
|
2024
Q2 | $165K | Hold |
1,200
| – | – | 0.13% | 73 |
|
|
2024
Q1 | $165K | Buy |
+1,200
| New | +$165K | 0.12% | 80 |
|
|
2023
Q4 | – | Sell |
-1,200
| Closed | -$147K | – | 192 |
|
|
2023
Q3 | $147K | Hold |
1,200
| – | – | 0.13% | 68 |
|
|
2023
Q2 | $152K | Buy |
+1,200
| New | +$152K | 0.1% | 82 |
|
|
2022
Q3 | – | Sell |
-54
| Closed | -$6K | – | 125 |
|
|
2022
Q2 | $6K | Hold |
54
| – | – | ﹤0.01% | 124 |
|
|
2022
Q1 | $6K | Hold |
54
| – | – | ﹤0.01% | 105 |
|
|
2021
Q4 | $8K | Hold |
54
| – | – | ﹤0.01% | 113 |
|
|
2021
Q3 | $9K | Buy |
+54
| New | +$9K | 0.01% | 97 |
|
|
2019
Q1 | – | Sell |
-440
| Closed | -$54K | – | 153 |
|
|
2018
Q4 | $54K | Hold |
440
| – | – | 0.04% | 128 |
|
|
2018
Q3 | $54K | Hold |
440
| – | – | 0.04% | 128 |
|
|
2018
Q2 | $48K | Buy |
+440
| New | +$48K | 0.05% | 100 |
|