BP
NAPA

Ballentine Partners’s The Duckhorn Portfolio, Inc. NAPA Stock Holding History

Ballentine Partners’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
Q4 		– Sell
-15,320
Closed -$89K – 959
2024
Q3 		$89K Buy
+15,320
New +$89K ﹤0.01% 809