LFASL
SDGA
Lugano Financial Advisors SA (LFA)’s Impact Shares Sustainable Development Goals Global Equity ETF SDGA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-3,019
| Closed | -$77K | – | 122 |
|
|
2020
Q4 | $77K | Sell |
3,019
-1,666
| -36% | -$42.5K | 0.06% | 83 |
|
|
2020
Q3 | $105K | Hold |
4,685
| – | – | 0.1% | 76 |
|
|
2020
Q2 | $95K | Hold |
4,685
| – | – | 0.1% | 78 |
|
|
2020
Q1 | $101K | Hold |
4,685
| – | – | 0.09% | 91 |
|
|
2019
Q4 | $104K | Buy |
+4,685
| New | +$104K | 0.08% | 93 |
|
|
2019
Q2 | $97K | Buy |
4,685
+2,005
| +75% | +$41.5K | 0.06% | 93 |
|
|
2019
Q1 | $53K | Buy |
+2,680
| New | +$53K | 0.03% | 106 |
|