PWMG
NAPA

Private Wealth Management Group’s The Duckhorn Portfolio, Inc. NAPA Stock Holding History

Private Wealth Management Group’s Portfolio NAPA Stock Details NAPA Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-263
Closed -$1.53K – 1589
2024
Q3 		$1.53K Buy
263
+115
+78% +$669 ﹤0.01% 1162
2024
Q2 		$1.05K Buy
148
+17
+13% +$121 ﹤0.01% 1272
2024
Q1 		$1.22K Buy
+131
New +$1.22K ﹤0.01% 1184