MIA
NAPA

Milestone Investment Advisors’s The Duckhorn Portfolio, Inc. NAPA Stock Holding History

Milestone Investment Advisors’s Portfolio NAPA Stock Details NAPA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1,000
Closed -$10.3K – 444
2023
Q3 		$10.3K Buy
+1,000
New +$10.3K ﹤0.01% 294
2023
Q2 		– Sell
-1,000
Closed -$15.9K – 440
2023
Q1 		$15.9K Buy
+1,000
New +$15.9K ﹤0.01% 279