Covestor’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 |
-11
| Closed | – | – | 2871 |
|
|
2024
Q3 | $0 | Sell |
11
-25
| -69% | – | ﹤0.01% | 2896 |
|
|
2024
Q2 | $0 | Buy |
36
+29
| +414% | – | ﹤0.01% | 2876 |
|
|
2024
Q1 | $0 | Sell |
7
-9
| -56% | – | ﹤0.01% | 2877 |
|
|
2023
Q4 | $0 | Buy |
16
+3
| +23% | – | ﹤0.01% | 2866 |
|
|
2023
Q3 | $0 | Hold |
13
| – | – | ﹤0.01% | 2862 |
|
|
2023
Q2 | $0 | Buy |
13
+3
| +30% | – | ﹤0.01% | 2792 |
|
|
2023
Q1 | $0 | Sell |
10
-3
| -23% | – | ﹤0.01% | 2727 |
|
|
2022
Q4 | $0 | Sell |
13
-1
| -7% | – | ﹤0.01% | 2747 |
|
|
2022
Q3 | $0 | Sell |
14
-3
| -18% | – | ﹤0.01% | 2740 |
|
|
2022
Q2 | $0 | Sell |
17
-5
| -23% | – | ﹤0.01% | 2458 |
|
|
2022
Q1 | $0 | Sell |
22
-6
| -21% | – | ﹤0.01% | 2547 |
|
|
2021
Q4 | $1K | Buy |
+28
| New | +$1K | ﹤0.01% | 2023 |
|