Allworth Financial’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 |
-594
| Closed | -$3.45K | – | 4068 |
|
|
2024
Q3 | $3.45K | Sell |
594
-2,654
| -82% | -$15.4K | ﹤0.01% | 2727 |
|
|
2024
Q2 | $24.7K | Buy |
3,248
+2,508
| +339% | +$19K | ﹤0.01% | 1750 |
|
|
2024
Q1 | $6.89K | Buy |
740
+655
| +771% | +$6.1K | ﹤0.01% | 2267 |
|
|
2023
Q4 | $838 | Sell |
85
-1,138
| -93% | -$11.2K | ﹤0.01% | 3009 |
|
|
2023
Q3 | $12.5K | Buy |
+1,223
| New | +$12.5K | ﹤0.01% | 1760 |
|