Global Retirement Partners’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
Q3
Sell
-135
Closed -$959 3658
2024
Q2
$959 Buy
+135
New +$959 ﹤0.01% 3173
2024
Q1
Sell
-15
Closed -$135 3491
2023
Q4
$135 Buy
+15
New +$135 ﹤0.01% 3254