Aigen Investment Management’s The Duckhorn Portfolio, Inc. NAPA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-31,913
| Closed | -$185K | – | 1037 |
|
|
2024
Q3 | $185K | Buy |
+31,913
| New | +$185K | 0.04% | 600 |
|
|
2024
Q1 | – | Sell |
-22,899
| Closed | -$226K | – | 1074 |
|
|
2023
Q4 | $226K | Buy |
22,899
+10,032
| +78% | +$98.8K | 0.04% | 617 |
|
|
2023
Q3 | $132K | Sell |
12,867
-39,020
| -75% | -$400K | 0.02% | 722 |
|
|
2023
Q2 | $673K | Buy |
+51,887
| New | +$673K | 0.1% | 279 |
|