LFASL
Lugano Financial Advisors SA (LFA)’s iShares US Industrials ETF IYJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-370
| Closed | -$62K | – | 131 |
|
|
2019
Q4 | $62K | Buy |
+370
| New | +$62K | 0.05% | 105 |
|
|
2019
Q2 | $59K | Hold |
370
| – | – | 0.04% | 103 |
|
|
2019
Q1 | $56K | Buy |
370
+190
| +106% | +$28.8K | 0.03% | 104 |
|
|
2018
Q4 | $28K | Hold |
180
| – | – | 0.02% | 145 |
|
|
2018
Q3 | $28K | Hold |
180
| – | – | 0.02% | 145 |
|
|
2018
Q2 | $26K | Buy |
+180
| New | +$26K | 0.03% | 115 |
|