LFASL
XYZ
Lugano Financial Advisors SA (LFA)’s Block, Inc. XYZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-115
| Closed | -$7.42K | – | 186 |
|
|
2024
Q2 | $7.42K | Hold |
115
| – | – | 0.01% | 167 |
|
|
2024
Q1 | $9.73K | Hold |
115
| – | – | 0.01% | 157 |
|
|
2023
Q4 | $8.9K | Hold |
115
| – | – | 0.01% | 162 |
|
|
2023
Q3 | $5.09K | Hold |
115
| – | – | ﹤0.01% | 169 |
|
|
2023
Q2 | $7.66K | Hold |
115
| – | – | 0.01% | 165 |
|
|
2023
Q1 | $7.9K | Hold |
115
| – | – | 0.01% | 108 |
|
|
2022
Q4 | $7.23K | Hold |
115
| – | – | 0.01% | 114 |
|
|
2022
Q3 | $6K | Hold |
115
| – | – | ﹤0.01% | 110 |
|
|
2022
Q2 | $7K | Hold |
115
| – | – | ﹤0.01% | 123 |
|
|
2022
Q1 | $15K | Buy |
+115
| New | +$15K | 0.01% | 96 |
|