UCFA
NAPA

United Capital Financial Advisors’s The Duckhorn Portfolio, Inc. NAPA Stock Holding History

United Capital Financial 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
2024
Q2 		– Sell
-10,750
Closed -$100K – 1118
2024
Q1 		$100K Buy
+10,750
New +$100K ﹤0.01% 1040