Creative Planning
NAPA

Creative Planning’s The Duckhorn Portfolio, Inc. NAPA Stock Holding History

Creative Planning’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
-37,221
Closed -$216K – 3662
2024
Q3 		$216K Buy
37,221
+19,187
+106% +$111K ﹤0.01% 2774
2024
Q2 		$128K Buy
18,034
+7,337
+69% +$52.1K ﹤0.01% 2777
2024
Q1 		$99.6K Buy
+10,697
New +$99.6K ﹤0.01% 2698