WWM
WJ 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 | $16.5M | Sell |
566,428
-8,278
| -1% | -$241K | 5.21% | 5 |
|
|
2025
Q1 | $14.1M | Sell |
574,706
-192,156
| -25% | -$4.71M | 4.98% | 5 |
|
|
2024
Q4 | $20.9M | Sell |
766,862
-2,767
| -0.4% | -$75.3K | 7.18% | 3 |
|
|
2024
Q3 | $19.7M | Buy |
769,629
+20,520
| +3% | +$526K | 6.94% | 3 |
|
|
2024
Q2 | $18.9M | Buy |
749,109
+349,086
| +87% | +$8.83M | 6.89% | 3 |
|
|
2024
Q1 | $9.39M | Buy |
400,023
+144,034
| +56% | +$3.38M | 3.74% | 10 |
|
|
2023
Q4 | $5.29M | Buy |
+255,989
| New | +$5.29M | 2.3% | 12 |
|