American Portfolios Advisors’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
2022
Q3
$46.3K Hold
3,210
﹤0.01% 1756
2022
Q2
$67.6K Sell
3,210
-1,150
-26% -$24.2K ﹤0.01% 1604
2022
Q1
$79.3K Sell
4,360
-340
-7% -$6.19K ﹤0.01% 1646
2021
Q4
$110K Buy
+4,700
New +$110K ﹤0.01% 1467