PWA
Phoenix Wealth Advisors’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 | $543K | Buy |
18,628
+2,598
| +16% | +$75.7K | 0.23% | 76 |
|
|
2025
Q1 | $393K | Hold |
16,030
| – | – | 0.17% | 88 |
|
|
2024
Q4 | $436K | Hold |
16,030
| – | – | 0.19% | 83 |
|
|
2024
Q3 | $411K | Hold |
16,030
| – | – | 0.19% | 83 |
|
|
2024
Q2 | $405K | Hold |
16,030
| – | – | 0.2% | 84 |
|
|
2024
Q1 | $376K | Hold |
16,030
| – | – | 0.23% | 79 |
|
|
2023
Q4 | $325K | Hold |
16,030
| – | – | 0.23% | 88 |
|
|
2023
Q3 | $286K | Buy |
+16,030
| New | +$286K | 0.17% | 90 |
|