LFASL
Lugano Financial Advisors SA (LFA)’s iShares Preferred and Income Securities ETF PFF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.5K | Sell |
641
-2,003
| -76% | -$60.8K | 0.01% | 186 |
|
|
2025
Q1 | $81.3K | Hold |
2,644
| – | – | 0.06% | 114 |
|
|
2024
Q4 | $83.1K | Sell |
2,644
-531
| -17% | -$16.7K | 0.05% | 122 |
|
|
2024
Q3 | $106K | Hold |
3,175
| – | – | 0.07% | 113 |
|
|
2024
Q2 | $100K | Hold |
3,175
| – | – | 0.08% | 105 |
|
|
2024
Q1 | $102K | Buy |
3,175
+1,513
| +91% | +$48.8K | 0.07% | 104 |
|
|
2023
Q4 | $51.8K | Sell |
1,662
-2,732
| -62% | -$85.2K | 0.04% | 110 |
|
|
2023
Q3 | $132K | Sell |
4,394
-2,031
| -32% | -$61.2K | 0.11% | 74 |
|
|
2023
Q2 | $199K | Sell |
6,425
-123
| -2% | -$3.8K | 0.13% | 73 |
|
|
2023
Q1 | $204K | Sell |
6,548
-238
| -4% | -$7.43K | 0.15% | 47 |
|
|
2022
Q4 | $207K | Buy |
6,786
+1,998
| +42% | +$61K | 0.15% | 56 |
|
|
2022
Q3 | $152K | Sell |
4,788
-89,347
| -95% | -$2.84M | 0.12% | 67 |
|
|
2022
Q2 | $3.1M | Buy |
94,135
+12,395
| +15% | +$408K | 2.16% | 16 |
|
|
2022
Q1 | $2.98M | Sell |
81,740
-5,501
| -6% | -$200K | 1.99% | 17 |
|
|
2021
Q4 | $3.44M | Buy |
87,241
+8,712
| +11% | +$344K | 1.99% | 16 |
|
|
2021
Q3 | $3.05M | Buy |
78,529
+722
| +0.9% | +$28K | 2% | 16 |
|
|
2021
Q2 | $3.06M | Buy |
77,807
+542
| +0.7% | +$21.3K | 1.93% | 15 |
|
|
2021
Q1 | $2.97M | Sell |
77,265
-8,399
| -10% | -$323K | 2.08% | 15 |
|
|
2020
Q4 | $3.3M | Buy |
85,664
+27,017
| +46% | +$1.04M | 2.56% | 15 |
|
|
2020
Q3 | $2.15M | Buy |
58,647
+1,777
| +3% | +$65.2K | 2% | 15 |
|
|
2020
Q2 | $1.99M | Sell |
56,870
-643
| -1% | -$22.4K | 2.1% | 12 |
|
|
2020
Q1 | $2.2M | Sell |
57,513
-9,923
| -15% | -$379K | 1.97% | 12 |
|
|
2019
Q4 | $2.54M | Buy |
+67,436
| New | +$2.54M | 1.85% | 12 |
|
|
2019
Q2 | $1.85M | Sell |
50,253
-844
| -2% | -$31.1K | 1.15% | 15 |
|
|
2019
Q1 | $1.87M | Sell |
51,097
-15,497
| -23% | -$566K | 1.12% | 15 |
|
|
2018
Q4 | $2.47M | Hold |
66,594
| – | – | 1.72% | 13 |
|
|
2018
Q3 | $2.47M | Sell |
66,594
-20,054
| -23% | -$745K | 1.72% | 13 |
|
|
2018
Q2 | $3.24M | Buy |
+86,648
| New | +$3.24M | 3.11% | 8 |
|