DI
NAPA

Disciplined Investments’s The Duckhorn Portfolio, Inc. NAPA Stock Holding History

Disciplined Investments’s Portfolio NAPA Stock Details NAPA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-4
Closed -$52 – 1642
2023
Q2 		$52 Buy
4
+2
+100% +$26 ﹤0.01% 1658
2023
Q1 		$32 Hold
2
– – ﹤0.01% 1660
2022
Q4 		$33 Buy
+2
New +$33 ﹤0.01% 1604