LFASL
Lugano Financial Advisors SA (LFA)’s Materials Select Sector SPDR Fund XLB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-92
| Closed | -$7.23K | – | 206 |
|
|
2023
Q3 | $7.23K | Buy |
+92
| New | +$7.23K | 0.01% | 161 |
|
|
2022
Q3 | – | Sell |
-100
| Closed | -$7K | – | 133 |
|
|
2022
Q2 | $7K | Hold |
100
| – | – | ﹤0.01% | 122 |
|
|
2022
Q1 | $9K | Hold |
100
| – | – | 0.01% | 102 |
|
|
2021
Q4 | $9K | Hold |
100
| – | – | 0.01% | 112 |
|
|
2021
Q3 | $8K | Buy |
+100
| New | +$8K | 0.01% | 100 |
|
|
2019
Q1 | – | Sell |
-705
| Closed | -$41K | – | 182 |
|
|
2018
Q4 | $41K | Hold |
705
| – | – | 0.03% | 136 |
|
|
2018
Q3 | $41K | Hold |
705
| – | – | 0.03% | 136 |
|
|
2018
Q2 | $41K | Buy |
+705
| New | +$41K | 0.04% | 104 |
|