LFASL
Lugano Financial Advisors SA (LFA)’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $283K | Hold |
1,300
| – | – | 0.17% | 60 |
|
|
2025
Q1 | $257K | Hold |
1,300
| – | – | 0.17% | 62 |
|
|
2024
Q4 | $292K | Hold |
1,300
| – | – | 0.19% | 57 |
|
|
2024
Q3 | $260K | Hold |
1,300
| – | – | 0.18% | 62 |
|
|
2024
Q2 | $237K | Hold |
1,300
| – | – | 0.18% | 58 |
|
|
2024
Q1 | $239K | Buy |
1,300
+1,206
| +1,283% | +$222K | 0.17% | 60 |
|
|
2023
Q4 | $16.8K | Sell |
94
-1,300
| -93% | -$232K | 0.01% | 149 |
|
|
2023
Q3 | $224K | Buy |
1,394
+94
| +7% | +$15.1K | 0.19% | 49 |
|
|
2023
Q2 | $221K | Buy |
+1,300
| New | +$221K | 0.15% | 71 |
|