Frisch Financial Group’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 | $201K | Buy |
+6,890
| New | +$201K | 0.05% | 140 |
|
|
2024
Q4 | – | Sell |
-8,099
| Closed | -$207K | – | 138 |
|
|
2024
Q3 | $207K | Hold |
8,099
| – | – | 0.06% | 129 |
|
|
2024
Q2 | $205K | Buy |
+8,099
| New | +$205K | 0.06% | 132 |
|
|
2023
Q4 | – | Sell |
-15,209
| Closed | -$271K | – | 133 |
|
|
2023
Q3 | $271K | Sell |
15,209
-1
| -0% | -$18 | 0.11% | 96 |
|
|
2023
Q2 | $282K | Hold |
15,210
| – | – | 0.14% | 90 |
|
|
2023
Q1 | $245K | Sell |
15,210
-349,902
| -96% | -$5.64M | 0.1% | 103 |
|
|
2022
Q4 | $4.95M | Buy |
+365,112
| New | +$4.95M | 1.86% | 20 |
|