SWM
SFG Wealth Management’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 | – | Sell |
-44,761
| Closed | -$1.1M | – | 127 |
|
|
2025
Q1 | $1.1M | Sell |
44,761
-8,374
| -16% | -$205K | 0.54% | 37 |
|
|
2024
Q4 | $1.45M | Buy |
53,135
+584
| +1% | +$15.9K | 0.76% | 23 |
|
|
2024
Q3 | $1.35M | Buy |
52,551
+235
| +0.4% | +$6.02K | 0.71% | 24 |
|
|
2024
Q2 | $1.32M | Buy |
52,316
+2,347
| +5% | +$59.4K | 0.75% | 25 |
|
|
2024
Q1 | $1.17M | Buy |
49,969
+527
| +1% | +$12.4K | 0.7% | 25 |
|
|
2023
Q4 | $1.02M | Buy |
49,442
+1,369
| +3% | +$28.3K | 0.68% | 27 |
|
|
2023
Q3 | $858K | Hold |
48,073
| – | – | 0.68% | 29 |
|
|
2023
Q2 | $891K | Buy |
+48,073
| New | +$891K | 0.75% | 28 |
|