Investmark Advisory 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 | $278K | Hold |
9,529
| – | – | 0.13% | 107 |
|
|
2025
Q1 | $233K | Hold |
9,529
| – | – | 0.12% | 112 |
|
|
2024
Q4 | $259K | Hold |
9,529
| – | – | 0.13% | 103 |
|
|
2024
Q3 | $244K | Buy |
9,529
+1,224
| +15% | +$31.3K | 0.12% | 105 |
|
|
2024
Q2 | $210K | Buy |
+8,305
| New | +$210K | 0.11% | 110 |
|
|
2023
Q4 | – | Sell |
-10,919
| Closed | -$195K | – | 119 |
|
|
2023
Q3 | $195K | Buy |
+10,919
| New | +$195K | 0.13% | 104 |
|