LFASL
Lugano Financial Advisors SA (LFA)’s Energy Select Sector SPDR Fund XLE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $341K | Hold |
4,018
| – | – | 0.2% | 55 |
|
|
2025
Q1 | $375K | Hold |
4,018
| – | – | 0.26% | 47 |
|
|
2024
Q4 | $344K | Hold |
4,018
| – | – | 0.23% | 55 |
|
|
2024
Q3 | $353K | Buy |
4,018
+2,188
| +120% | +$192K | 0.24% | 48 |
|
|
2024
Q2 | $167K | Hold |
1,830
| – | – | 0.13% | 72 |
|
|
2024
Q1 | $173K | Buy |
+1,830
| New | +$173K | 0.13% | 73 |
|
|
2022
Q3 | – | Sell |
-272
| Closed | -$19K | – | 134 |
|
|
2022
Q2 | $19K | Buy |
272
+200
| +278% | +$14K | 0.01% | 109 |
|
|
2022
Q1 | $6K | Hold |
72
| – | – | ﹤0.01% | 106 |
|
|
2021
Q4 | $4K | Hold |
72
| – | – | ﹤0.01% | 116 |
|
|
2021
Q3 | $4K | Buy |
+72
| New | +$4K | ﹤0.01% | 102 |
|
|
2019
Q1 | – | Sell |
-10,000
| Closed | -$757K | – | 183 |
|
|
2018
Q4 | $757K | Hold |
10,000
| – | – | 0.53% | 36 |
|
|
2018
Q3 | $757K | Hold |
10,000
| – | – | 0.53% | 36 |
|
|
2018
Q2 | $754K | Buy |
+10,000
| New | +$754K | 0.72% | 36 |
|