Lugano Financial Advisors SA (LFA)’s Impact Shares Sustainable Development Goals Global Equity ETF SDGA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q1
Sell
-3,019
Closed -$77K 122
2020
Q4
$77K Sell
3,019
-1,666
-36% -$39.4K 0.06% 83
2020
Q3
$105K Hold
4,685
0.1% 77
2020
Q2
$95K Hold
4,685
0.1% 79
2020
Q1
$101K Hold
4,685
0.09% 91
2019
Q4
$104K Buy
+4,685
New +$100K 0.08% 93
2019
Q2
$97K Buy
4,685
+2,005
+75% +$40.7K 0.06% 93
2019
Q1
$53K Buy
+2,680
New +$52.4K 0.03% 106

Other funds holding SDGA

Lugano Financial Advisors SA (LFA)'s SDGA Position: Q1 2021 in Review

Lugano Financial Advisors SA (LFA) sold out of Impact Shares Sustainable Development Goals Global Equity ETF (SDGA) in Q1 2021, closing a stake of 3,019 shares — an estimated $77K sold.

Lugano Financial Advisors SA (LFA) first reported a position in SDGA in Q1 2019 and held it in 7 quarters. The position peaked at $105K in Q3 2020. 1 fund tracked by Wall St. Rank holds SDGA as of Q1 2021.

  • Lugano Financial Advisors SA (LFA) reported no remaining Impact Shares Sustainable Development Goals Global Equity ETF position as of Q1 2021 after selling out during the quarter.
  • Lugano Financial Advisors SA (LFA) sold 3,019 Impact Shares Sustainable Development Goals Global Equity ETF shares in Q1 2021, an estimated $77K.
  • Lugano Financial Advisors SA (LFA) first reported a position in Impact Shares Sustainable Development Goals Global Equity ETF in Q1 2019 and held it in 7 quarters.
  • Lugano Financial Advisors SA (LFA)'s Impact Shares Sustainable Development Goals Global Equity ETF position peaked at $105K in Q3 2020.
  • 1 fund tracked by Wall St. Rank held Impact Shares Sustainable Development Goals Global Equity ETF as of Q1 2021.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q1 2021, filed 27 Apr 2021.