ATC
NAPA

Advantage Trust Company’s The Duckhorn Portfolio, Inc. NAPA Stock Holding History

Advantage Trust Company’s Portfolio NAPA Stock Details NAPA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-1,500
Closed -$10.7K – 177
2024
Q2 		$10.7K Hold
1,500
– – 0.01% 160
2024
Q1 		$14K Hold
1,500
– – 0.01% 152
2023
Q4 		$14.8K Buy
+1,500
New +$14.8K 0.01% 153