EWP
NAPA
Elevation Wealth Partners’s The Duckhorn Portfolio, Inc. NAPA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-28
| Closed | -$261 | – | 542 |
|
|
2024
Q1 | $261 | Hold |
28
| – | – | ﹤0.01% | 445 |
|
|
2023
Q4 | $288 | Hold |
28
| – | – | ﹤0.01% | 415 |
|
|
2023
Q3 | $288 | Hold |
28
| – | – | ﹤0.01% | 314 |
|
|
2023
Q2 | $364 | Hold |
28
| – | – | ﹤0.01% | 325 |
|
|
2023
Q1 | $446 | Buy |
+28
| New | +$446 | ﹤0.01% | 324 |
|