Benjamin Edwards Inc’s The Duckhorn Portfolio, Inc. NAPA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-10,546
| Closed | -$108K | – | 675 |
|
|
2023
Q3 | $108K | Sell |
10,546
-2,080
| -16% | -$21.3K | 0.03% | 383 |
|
|
2023
Q2 | $164K | Buy |
12,626
+2,393
| +23% | +$31.1K | 0.04% | 309 |
|
|
2023
Q1 | $163K | Sell |
10,233
-3,530
| -26% | -$56.2K | 0.04% | 307 |
|
|
2022
Q4 | $228K | Hold |
13,763
| – | – | 0.06% | 246 |
|
|
2022
Q3 | $199K | Buy |
+13,763
| New | +$199K | 0.06% | 256 |
|