Avantax Advisory Services’s Harbor Long-Term Growers ETF WINN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $5.4M | Buy |
185,402
+11,335
| +7% | +$330K | 0.03% | 428 |
|
2025
Q1 | $4.26M | Buy |
174,067
+5,178
| +3% | +$127K | 0.03% | 467 |
|
2024
Q4 | $4.6M | Buy |
168,889
+319
| +0.2% | +$8.68K | 0.03% | 424 |
|
2024
Q3 | $4.32M | Buy |
168,570
+5,236
| +3% | +$134K | 0.03% | 426 |
|
2024
Q2 | $4.13M | Buy |
163,334
+2,972
| +2% | +$75.2K | 0.03% | 426 |
|
2024
Q1 | $3.76M | Buy |
160,362
+16,977
| +12% | +$398K | 0.03% | 375 |
|
2023
Q4 | $2.96M | Buy |
143,385
+9,911
| +7% | +$205K | 0.03% | 406 |
|
2023
Q3 | $2.38M | Buy |
133,474
+11,895
| +10% | +$212K | 0.03% | 416 |
|
2023
Q2 | $2.25M | Buy |
121,579
+28,758
| +31% | +$533K | 0.03% | 421 |
|
2023
Q1 | $1.5M | Buy |
92,821
+12,560
| +16% | +$202K | 0.02% | 528 |
|
2022
Q4 | $1.09M | Buy |
+80,261
| New | +$1.09M | 0.01% | 618 |
|