SFG
NAPA

Steward Financial Group’s The Duckhorn Portfolio, Inc. NAPA Stock Holding History

Steward Financial Group’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
Q3 		$0 Buy
+2
New – ﹤0.01% 1610
2023
Q2 		– Sell
-6
Closed – – 1054
2023
Q1 		$0 Buy
6
+4
+200% – ﹤0.01% 946
2022
Q4 		$0 Buy
+2
New – ﹤0.01% 862