Bogart Wealth LLC’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 |
-200
| Closed | -$1.16K | – | 1388 |
|
|
2024
Q3 | $1.16K | Hold |
200
| – | – | ﹤0.01% | 1012 |
|
|
2024
Q2 | $1.42K | Hold |
200
| – | – | ﹤0.01% | 976 |
|
|
2024
Q1 | $1.86K | Hold |
200
| – | – | ﹤0.01% | 912 |
|
|
2023
Q4 | $1.97K | Hold |
200
| – | – | ﹤0.01% | 899 |
|
|
2023
Q3 | $2.05K | Hold |
200
| – | – | ﹤0.01% | 875 |
|
|
2023
Q2 | $2.59K | Hold |
200
| – | – | ﹤0.01% | 848 |
|
|
2023
Q1 | $3.18K | Hold |
200
| – | – | ﹤0.01% | 824 |
|
|
2022
Q4 | $3.31K | Hold |
200
| – | – | ﹤0.01% | 733 |
|
|
2022
Q3 | $3K | Hold |
200
| – | – | ﹤0.01% | 801 |
|
|
2022
Q2 | $4K | Hold |
200
| – | – | ﹤0.01% | 706 |
|
|
2022
Q1 | $4K | Hold |
200
| – | – | ﹤0.01% | 615 |
|
|
2021
Q4 | $5K | Hold |
200
| – | – | ﹤0.01% | 568 |
|
|
2021
Q3 | $5K | Buy |
+200
| New | +$5K | ﹤0.01% | 551 |
|