LFASL
Lugano Financial Advisors SA (LFA)’s Industrial Select Sector SPDR Fund XLI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $516K | Hold |
3,500
| – | – | 0.31% | 42 |
|
|
2025
Q1 | $459K | Hold |
3,500
| – | – | 0.31% | 43 |
|
|
2024
Q4 | $461K | Hold |
3,500
| – | – | 0.3% | 41 |
|
|
2024
Q3 | $474K | Hold |
3,500
| – | – | 0.32% | 42 |
|
|
2024
Q2 | $427K | Hold |
3,500
| – | – | 0.32% | 42 |
|
|
2024
Q1 | $441K | Sell |
3,500
-130
| -4% | -$16.4K | 0.32% | 49 |
|
|
2023
Q4 | $414K | Buy |
3,630
+1,500
| +70% | +$171K | 0.33% | 46 |
|
|
2023
Q3 | $216K | Sell |
2,130
-3,370
| -61% | -$342K | 0.18% | 50 |
|
|
2023
Q2 | $590K | Buy |
+5,500
| New | +$590K | 0.39% | 41 |
|