Steward Partners Investment Advisory’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
$1.4M Buy
48,132
+27,985
+139% +$815K 0.01% 846
2025
Q1
$494K Sell
20,147
-1,749
-8% -$42.9K ﹤0.01% 1221
2024
Q4
$596K Buy
21,896
+3,526
+19% +$95.9K 0.01% 1081
2024
Q3
$470K Buy
18,370
+9,903
+117% +$254K ﹤0.01% 1134
2024
Q2
$214K Buy
+8,467
New +$214K ﹤0.01% 1416