Provident Wealth Management’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 | $2.37M | Sell |
81,535
-4,412
| -5% | -$129K | 0.78% | 18 |
|
|
2025
Q1 | $2.11M | Sell |
85,947
-19,771
| -19% | -$484K | 0.73% | 24 |
|
|
2024
Q4 | $2.88M | Sell |
105,718
-36,724
| -26% | -$999K | 0.96% | 19 |
|
|
2024
Q3 | $3.65M | Sell |
142,442
-65,421
| -31% | -$1.68M | 1.24% | 18 |
|
|
2024
Q2 | $5.26M | Sell |
207,863
-68,525
| -25% | -$1.73M | 1.92% | 10 |
|
|
2024
Q1 | $6.49M | Buy |
+276,388
| New | +$6.49M | 2.43% | 9 |
|