LFASL
Lugano Financial Advisors SA (LFA)’s Technology Select Sector SPDR Fund XLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $206K | Hold |
813
| – | – | 0.12% | 76 |
|
|
2025
Q1 | $168K | Hold |
813
| – | – | 0.11% | 76 |
|
|
2024
Q4 | $189K | Hold |
813
| – | – | 0.12% | 75 |
|
|
2024
Q3 | $184K | Hold |
813
| – | – | 0.12% | 77 |
|
|
2024
Q2 | $184K | Hold |
813
| – | – | 0.14% | 67 |
|
|
2024
Q1 | $169K | Hold |
813
| – | – | 0.12% | 77 |
|
|
2023
Q4 | $156K | Hold |
813
| – | – | 0.12% | 68 |
|
|
2023
Q3 | $133K | Buy |
+813
| New | +$133K | 0.11% | 73 |
|