LFASL
Lugano Financial Advisors SA (LFA)’s iShares MBS ETF MBB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-297
| Closed | -$27.9K | – | 178 |
|
|
2023
Q4 | $27.9K | Buy |
+297
| New | +$27.9K | 0.02% | 127 |
|
|
2019
Q2 | $12K | Hold |
110
| – | – | 0.01% | 128 |
|
|
2019
Q1 | $11K | Sell |
110
-660
| -86% | -$66K | 0.01% | 123 |
|
|
2018
Q4 | $80K | Hold |
770
| – | – | 0.06% | 116 |
|
|
2018
Q3 | $80K | Sell |
770
-3,080
| -80% | -$320K | 0.06% | 116 |
|
|
2018
Q2 | $398K | Buy |
+3,850
| New | +$398K | 0.38% | 46 |
|