LFASL
Lugano Financial Advisors SA (LFA)’s iShares Global Clean Energy ETF ICLN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-146,810
| Closed | -$2.7M | – | 197 |
|
|
2023
Q2 | $2.7M | Buy |
146,810
+5,671
| +4% | +$104K | 1.8% | 21 |
|
|
2023
Q1 | $2.79M | Buy |
141,139
+13,510
| +11% | +$267K | 2.11% | 20 |
|
|
2022
Q4 | $2.53M | Sell |
127,629
-13,427
| -10% | -$267K | 1.88% | 20 |
|
|
2022
Q3 | $2.69M | Buy |
141,056
+8,831
| +7% | +$169K | 2.11% | 17 |
|
|
2022
Q2 | $2.52M | Buy |
132,225
+5,578
| +4% | +$106K | 1.76% | 22 |
|
|
2022
Q1 | $2.72M | Sell |
126,647
-2,198
| -2% | -$47.3K | 1.82% | 20 |
|
|
2021
Q4 | $2.73M | Sell |
128,845
-651
| -0.5% | -$13.8K | 1.57% | 20 |
|
|
2021
Q3 | $2.8M | Buy |
129,496
+1,521
| +1% | +$32.9K | 1.84% | 18 |
|
|
2021
Q2 | $3M | Buy |
127,975
+17,094
| +15% | +$401K | 1.89% | 17 |
|
|
2021
Q1 | $2.69M | Buy |
+110,881
| New | +$2.69M | 1.88% | 18 |
|