JIC
Joel Isaacson & Co’s Harbor Long-Term Growers ETF WINN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.01M | Buy |
69,180
+32,700
| +90% | +$952K | 0.08% | 110 |
|
|
2025
Q1 | $894K | Buy |
36,480
+12,035
| +49% | +$295K | 0.04% | 164 |
|
|
2024
Q4 | $665K | Buy |
24,445
+5,975
| +32% | +$163K | 0.03% | 201 |
|
|
2024
Q3 | $473K | Buy |
18,470
+6,368
| +53% | +$163K | 0.02% | 228 |
|
|
2024
Q2 | $306K | Buy |
+12,102
| New | +$306K | 0.02% | 273 |
|