LFASL
Lugano Financial Advisors SA (LFA)’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-5,000
| Closed | -$78.7K | – | 256 |
|
|
2025
Q1 | $78.7K | Hold |
5,000
| – | – | 0.05% | 117 |
|
|
2024
Q4 | $100K | Hold |
5,000
| – | – | 0.07% | 113 |
|
|
2024
Q3 | $100K | Hold |
5,000
| – | – | 0.07% | 115 |
|
|
2024
Q2 | $101K | Hold |
5,000
| – | – | 0.08% | 104 |
|
|
2024
Q1 | $115K | Hold |
5,000
| – | – | 0.08% | 98 |
|
|
2023
Q4 | $149K | Hold |
5,000
| – | – | 0.12% | 71 |
|
|
2023
Q3 | $157K | Hold |
5,000
| – | – | 0.13% | 63 |
|
|
2023
Q2 | $201K | Hold |
5,000
| – | – | 0.13% | 72 |
|
|
2023
Q1 | $202K | Hold |
5,000
| – | – | 0.15% | 48 |
|
|
2022
Q4 | $192K | Hold |
5,000
| – | – | 0.14% | 61 |
|
|
2022
Q3 | $241K | Hold |
5,000
| – | – | 0.19% | 61 |
|
|
2022
Q2 | $228K | Hold |
5,000
| – | – | 0.16% | 56 |
|
|
2022
Q1 | $327K | Hold |
5,000
| – | – | 0.22% | 49 |
|
|
2021
Q4 | $357K | Hold |
5,000
| – | – | 0.21% | 50 |
|
|
2021
Q3 | $386K | Hold |
5,000
| – | – | 0.25% | 45 |
|
|
2021
Q2 | $466K | Hold |
5,000
| – | – | 0.29% | 41 |
|
|
2021
Q1 | $492K | Hold |
5,000
| – | – | 0.34% | 40 |
|
|
2020
Q4 | $517K | Hold |
5,000
| – | – | 0.4% | 38 |
|
|
2020
Q3 | $284K | Buy |
+5,000
| New | +$284K | 0.26% | 50 |
|