IFP Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Hold |
0
| – | -$33 | – | 4767 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 4360 |
|
|
2023
Q3 | – | Sell |
-100
| Closed | -$1.3K | – | 3592 |
|
|
2023
Q2 | $1.3K | Buy |
+100
| New | +$1.3K | ﹤0.01% | 3013 |
|
|
2022
Q4 | – | Sell |
-63
| Closed | -$2K | – | 4882 |
|
|
2022
Q3 | $2K | Sell |
63
-214
| -77% | -$6.79K | ﹤0.01% | 4440 |
|
|
2022
Q2 | $5K | Hold |
277
| – | – | ﹤0.01% | 3841 |
|
|
2022
Q1 | $5K | Buy |
+277
| New | +$5K | ﹤0.01% | 3841 |
|