EWA
NAPA
EverSource Wealth Advisors’s The Duckhorn Portfolio, Inc. NAPA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-308
| Closed | -$2.24K | – | 3147 |
|
|
2024
Q2 | $2.24K | Buy |
+308
| New | +$2.24K | ﹤0.01% | 2516 |
|
|
2022
Q2 | – | Sell |
-33
| Closed | -$1K | – | 1923 |
|
|
2022
Q1 | $1K | Hold |
33
| – | – | ﹤0.01% | 1674 |
|
|
2021
Q4 | $1K | Buy |
+33
| New | +$1K | ﹤0.01% | 1748 |
|