Janney Montgomery Scott
NAPA

Janney Montgomery Scott’s The Duckhorn Portfolio, Inc. NAPA Stock Holding History

Janney Montgomery Scott’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
-131,587
Closed -$765K – 2886
2024
Q3 		$765K Buy
131,587
+38,854
+42% +$226K ﹤0.01% 1688
2024
Q2 		$658K Sell
92,733
-1,599
-2% -$11.3K ﹤0.01% 1696
2024
Q1 		$878K Buy
+94,332
New +$878K ﹤0.01% 1595