WJ Wealth Management, LLC WINN Holdings History
WJ Wealth Management, LLC's HARBOR ETF TRUST Holding Summary
As of 2025-03-31, WJ Wealth Management, LLC held 574,706.00 shares of HARBOR ETF TRUST(WINN), totaling $14.08 Mil. This investment constitutes 4.98% of their stock portfolio, and WJ Wealth Management, LLC now holds 2.16% of the outstanding HARBOR ETF TRUST(WINN) stock.
The initial trade took place in 2023Q4. And since then WJ Wealth Management, LLC has made 4 purchases of WINN, at an average price of $21.98, for a total of 769,629.00 shares. In addition, there have been 2 sales at an average price of $26.90 for 194,923.00 shares. Based on historical transaction data and WINN's current price of $29.16, WJ Wealth Management, LLC's estimated gain on his WINN holdings is $5.09 Mil, reflecting a 30.06% gain to date.
WJ Wealth Management, LLC WINN ($29.16) Holding Chart
WJ Wealth Management, LLC WINN ($29.16) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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