LFASL
Lugano Financial Advisors SA (LFA)’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-625
| Closed | -$58.3K | – | 179 |
|
|
2023
Q4 | $58.3K | Hold |
625
| – | – | 0.05% | 104 |
|
|
2023
Q3 | $51K | Hold |
625
| – | – | 0.04% | 119 |
|
|
2023
Q2 | $53.4K | Hold |
625
| – | – | 0.04% | 133 |
|
|
2023
Q1 | $54.9K | Hold |
625
| – | – | 0.04% | 86 |
|
|
2022
Q4 | $53.1K | Hold |
625
| – | – | 0.04% | 87 |
|
|
2022
Q3 | $49K | Hold |
625
| – | – | 0.04% | 85 |
|
|
2022
Q2 | $47K | Hold |
625
| – | – | 0.03% | 90 |
|
|
2022
Q1 | $54K | Hold |
625
| – | – | 0.04% | 81 |
|
|
2021
Q4 | $61K | Hold |
625
| – | – | 0.04% | 87 |
|
|
2021
Q3 | $61K | Hold |
625
| – | – | 0.04% | 80 |
|
|
2021
Q2 | $57K | Buy |
+625
| New | +$57K | 0.04% | 79 |
|
|
2020
Q3 | – | Sell |
-1,401
| Closed | -$67K | – | 119 |
|
|
2020
Q2 | $67K | Hold |
1,401
| – | – | 0.07% | 85 |
|
|
2020
Q1 | $73K | Hold |
1,401
| – | – | 0.07% | 96 |
|
|
2019
Q4 | $72K | Buy |
+1,401
| New | +$72K | 0.05% | 102 |
|
|
2019
Q2 | $66K | Buy |
+1,501
| New | +$66K | 0.04% | 100 |
|