LFASL
Lugano Financial Advisors SA (LFA)’s iShares US Consumer Staples ETF IYK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,809
| Closed | -$119K | – | 185 |
|
|
2024
Q2 | $119K | Hold |
1,809
| – | – | 0.09% | 93 |
|
|
2024
Q1 | $122K | Buy |
1,809
+1,206
| +200% | +$81.6K | 0.09% | 92 |
|
|
2023
Q4 | $116K | Hold |
603
| – | – | 0.09% | 82 |
|
|
2023
Q3 | $112K | Sell |
603
-6,897
| -92% | -$1.29M | 0.1% | 81 |
|
|
2023
Q2 | $1.5M | Buy |
7,500
+144
| +2% | +$28.8K | 1% | 28 |
|
|
2023
Q1 | $1.47M | Sell |
7,356
-212
| -3% | -$42.2K | 1.11% | 28 |
|
|
2022
Q4 | $1.53M | Sell |
7,568
-1,757
| -19% | -$356K | 1.14% | 24 |
|
|
2022
Q3 | $1.68M | Buy |
9,325
+1,325
| +17% | +$238K | 1.32% | 22 |
|
|
2022
Q2 | $1.56M | Buy |
+8,000
| New | +$1.56M | 1.09% | 27 |
|