Great Valley Advisor 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
$3.76M Sell
128,931
-29,096
-18% -$847K 0.08% 213
2025
Q1
$3.87M Sell
158,027
-276
-0.2% -$6.76K 0.08% 211
2024
Q4
$4.31M Sell
158,303
-14,269
-8% -$388K 0.1% 202
2024
Q3
$4.42M Buy
172,572
+2,819
+2% +$72.2K 0.11% 191
2024
Q2
$4.29M Buy
+169,753
New +$4.29M 0.12% 180