Householder Group Estate & Retirement Specialist’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
Q4 | – | Sell |
-400
| Closed | -$2K | – | 1284 |
|
|
2024
Q3 | $2K | Hold |
400
| – | – | ﹤0.01% | 1077 |
|
|
2024
Q2 | $2K | Hold |
400
| – | – | ﹤0.01% | 1105 |
|
|
2024
Q1 | $3.72K | Hold |
400
| – | – | ﹤0.01% | 972 |
|
|
2023
Q4 | $3K | Hold |
400
| – | – | ﹤0.01% | 971 |
|
|
2023
Q3 | $4.1K | Buy |
+400
| New | +$4.1K | ﹤0.01% | 972 |
|
|
2023
Q1 | $6K | Buy |
+400
| New | +$6K | ﹤0.01% | 938 |
|