AWS
NAPA

Atria Wealth Solutions’s The Duckhorn Portfolio, Inc. NAPA Stock Holding History

Atria Wealth Solutions’s Portfolio NAPA Stock Details NAPA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-10,200
Closed -$147K – 1890
2022
Q3 		$147K Sell
10,200
-1,350
-12% -$19.5K ﹤0.01% 1584
2022
Q2 		$243K Buy
+11,550
New +$243K ﹤0.01% 1311