SSG
NAPA

Summit Securities Group’s The Duckhorn Portfolio, Inc. NAPA Stock Holding History

Summit Securities 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
2022
Q4 		– Sell
-2,992
Closed -$43K – 1172
2022
Q3 		$43K Buy
+2,992
New +$43K ﹤0.01% 444