Dynamic Technology Lab’s The Duckhorn Portfolio, Inc. NAPA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-33,042
| Closed | -$192K | – | 1432 |
|
|
2024
Q3 | $192K | Buy |
+33,042
| New | +$192K | 0.02% | 885 |
|
|
2023
Q3 | – | Sell |
-39,580
| Closed | -$513K | – | 1408 |
|
|
2023
Q2 | $513K | Buy |
39,580
+18,318
| +86% | +$237K | 0.06% | 494 |
|
|
2023
Q1 | $338K | Buy |
+21,262
| New | +$338K | 0.03% | 756 |
|
|
2022
Q2 | – | Sell |
-52,982
| Closed | -$964K | – | 1619 |
|
|
2022
Q1 | $964K | Buy |
+52,982
| New | +$964K | 0.11% | 297 |
|