SW
NAPA

Simplicity Wealth’s The Duckhorn Portfolio, Inc. NAPA Stock Holding History

Simplicity Wealth’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
Q3 		– Sell
-32,158
Closed -$228K – 1256
2024
Q2 		$228K Buy
32,158
+17,544
+120% +$125K 0.01% 1053
2024
Q1 		$136K Buy
+14,614
New +$136K ﹤0.01% 1098