Lantz Financial’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 | $3.09M | Buy |
106,154
+9,009
| +9% | +$262K | 0.77% | 29 |
|
|
2025
Q1 | $2.38M | Buy |
97,145
+8,982
| +10% | +$220K | 0.65% | 40 |
|
|
2024
Q4 | $2.4M | Buy |
88,163
+5,380
| +6% | +$146K | 0.64% | 40 |
|
|
2024
Q3 | $2.12M | Buy |
82,783
+22,693
| +38% | +$581K | 0.57% | 52 |
|
|
2024
Q2 | $1.52M | Buy |
60,090
+12,762
| +27% | +$323K | 0.47% | 63 |
|
|
2024
Q1 | $1.11M | Buy |
47,328
+5,295
| +13% | +$124K | 0.36% | 79 |
|
|
2023
Q4 | $869K | Buy |
42,033
+5,298
| +14% | +$110K | 0.31% | 82 |
|
|
2023
Q3 | $655K | Buy |
36,735
+10,534
| +40% | +$188K | 0.26% | 90 |
|
|
2023
Q2 | $486K | Buy |
26,201
+9,108
| +53% | +$169K | 0.19% | 110 |
|
|
2023
Q1 | $276K | Buy |
+17,093
| New | +$276K | 0.11% | 141 |
|