Amalgamated Bank’s The Duckhorn Portfolio, Inc. NAPA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $11K | Hold |
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|
2024
Q2 | $13K | Buy |
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|
2024
Q1 | $14K | Sell |
|
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|
2023
Q4 | $43K | Sell |
|
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|
2023
Q3 | $49K | Hold |
|
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|
2023
Q2 | $62K | Sell |
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|
2023
Q1 | $94K | Sell |
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|
2022
Q4 | $118K | Buy |
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|
2022
Q3 | $85K | Buy |
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|
2022
Q2 | $122K | Buy |
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|
2022
Q1 | $97K | Buy |
|