Caldwell Sutter Capital’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 |
-42
| Closed | -$244 | – | 923 |
|
|
2024
Q3 | $244 | Hold |
42
| – | – | ﹤0.01% | 874 |
|
|
2024
Q2 | $298 | Hold |
42
| – | – | ﹤0.01% | 884 |
|
|
2024
Q1 | $391 | Hold |
42
| – | – | ﹤0.01% | 867 |
|
|
2023
Q4 | $414 | Hold |
42
| – | – | ﹤0.01% | 890 |
|
|
2023
Q3 | $431 | Hold |
42
| – | – | ﹤0.01% | 835 |
|
|
2023
Q2 | $545 | Hold |
42
| – | – | ﹤0.01% | 822 |
|
|
2023
Q1 | $668 | Buy |
+42
| New | +$668 | ﹤0.01% | 546 |
|