LFASL
Lugano Financial Advisors SA (LFA)’s iShares Global Healthcare ETF IXJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,660
| Closed | -$151K | – | 253 |
|
|
2025
Q1 | $151K | Hold |
1,660
| – | – | 0.1% | 85 |
|
|
2024
Q4 | $143K | Buy |
1,660
+1,094
| +193% | +$94.1K | 0.09% | 90 |
|
|
2024
Q3 | $55.6K | Buy |
+566
| New | +$55.6K | 0.04% | 140 |
|
|
2022
Q3 | – | Sell |
-100
| Closed | -$8K | – | 128 |
|
|
2022
Q2 | $8K | Hold |
100
| – | – | 0.01% | 120 |
|
|
2022
Q1 | $9K | Hold |
100
| – | – | 0.01% | 100 |
|
|
2021
Q4 | $9K | Hold |
100
| – | – | 0.01% | 111 |
|
|
2021
Q3 | $8K | Buy |
+100
| New | +$8K | 0.01% | 99 |
|