LFASL
Lugano Financial Advisors SA (LFA)’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.96K | Buy |
+17
| New | +$8.96K | 0.01% | 217 |
|
|
2024
Q1 | – | Sell |
-75
| Closed | -$33K | – | 183 |
|
|
2023
Q4 | $33K | Buy |
75
+50
| +200% | +$22K | 0.03% | 121 |
|
|
2023
Q3 | $9.14K | Buy |
+25
| New | +$9.14K | 0.01% | 154 |
|
|
2020
Q2 | – | Sell |
-4,630
| Closed | -$1.36M | – | 131 |
|
|
2020
Q1 | $1.36M | Sell |
4,630
-129
| -3% | -$37.9K | 1.22% | 16 |
|
|
2019
Q4 | $1.3M | Buy |
+4,759
| New | +$1.3M | 0.95% | 18 |
|