LFASL
Lugano Financial Advisors SA (LFA)’s iShares MSCI World ETF URTH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.3K | Buy |
+108
| New | +$18.3K | 0.01% | 190 |
|
|
2024
Q4 | – | Sell |
-2,978
| Closed | -$467K | – | 201 |
|
|
2024
Q3 | $467K | Buy |
2,978
+1,110
| +59% | +$174K | 0.32% | 43 |
|
|
2024
Q2 | $276K | Buy |
1,868
+506
| +37% | +$74.6K | 0.21% | 54 |
|
|
2024
Q1 | $197K | Buy |
1,362
+952
| +232% | +$138K | 0.14% | 67 |
|
|
2023
Q4 | $54.5K | Buy |
+410
| New | +$54.5K | 0.04% | 107 |
|
|
2019
Q1 | – | Sell |
-1,628
| Closed | -$149K | – | 175 |
|
|
2018
Q4 | $149K | Hold |
1,628
| – | – | 0.1% | 94 |
|
|
2018
Q3 | $149K | Hold |
1,628
| – | – | 0.1% | 94 |
|
|
2018
Q2 | $141K | Buy |
+1,628
| New | +$141K | 0.14% | 74 |
|