Comerica Bank’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 |
-4,500
| Closed | -$26.1K | – | 3768 |
|
|
2024
Q3 | $26.1K | Sell |
4,500
-2,494
| -36% | -$14.5K | ﹤0.01% | 2968 |
|
|
2024
Q2 | $49.7K | Buy |
6,994
+2,979
| +74% | +$21.2K | ﹤0.01% | 2754 |
|
|
2024
Q1 | $37.4K | Buy |
4,015
+862
| +27% | +$8.03K | ﹤0.01% | 2840 |
|
|
2023
Q4 | $31.1K | Buy |
3,153
+179
| +6% | +$1.76K | ﹤0.01% | 2851 |
|
|
2023
Q3 | $30.5K | Buy |
+2,974
| New | +$30.5K | ﹤0.01% | 2858 |
|