LFASL
Lugano Financial Advisors SA (LFA)’s iShares Global Consumer Staples ETF KXI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-15,062
| Closed | -$922K | – | 200 |
|
|
2023
Q2 | $922K | Buy |
15,062
+682
| +5% | +$41.7K | 0.61% | 34 |
|
|
2023
Q1 | $891K | Sell |
14,380
-1,272
| -8% | -$78.8K | 0.67% | 32 |
|
|
2022
Q4 | $933K | Sell |
15,652
-6,784
| -30% | -$405K | 0.69% | 32 |
|
|
2022
Q3 | $1.22M | Sell |
22,436
-1,304
| -5% | -$71K | 0.96% | 31 |
|
|
2022
Q2 | $1.37M | Buy |
+23,740
| New | +$1.37M | 0.96% | 29 |
|