LFASL
Lugano Financial Advisors SA (LFA)’s Health Care Select Sector SPDR Fund XLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-228
| Closed | -$31.4K | – | 209 |
|
|
2024
Q4 | $31.4K | Hold |
228
| – | – | 0.02% | 161 |
|
|
2024
Q3 | $35.1K | Hold |
228
| – | – | 0.02% | 154 |
|
|
2024
Q2 | $33.2K | Hold |
228
| – | – | 0.03% | 146 |
|
|
2024
Q1 | $33.7K | Sell |
228
-463
| -67% | -$68.4K | 0.02% | 138 |
|
|
2023
Q4 | $94.2K | Buy |
691
+129
| +23% | +$17.6K | 0.07% | 92 |
|
|
2023
Q3 | $72.4K | Buy |
562
+348
| +163% | +$44.8K | 0.06% | 98 |
|
|
2023
Q2 | $28.4K | Buy |
+214
| New | +$28.4K | 0.02% | 145 |
|