IP
NAPA

Isthmus Partners’s The Duckhorn Portfolio, Inc. NAPA Stock Holding History

Isthmus Partners’s Portfolio NAPA Stock Details NAPA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-35,232
Closed -$205K – 219
2024
Q3 		$205K Buy
35,232
+9,940
+39% +$57.8K 0.02% 192
2024
Q2 		$180K Buy
25,292
+3,503
+16% +$24.9K 0.02% 195
2024
Q1 		$203K Hold
21,789
– – 0.02% 196
2023
Q4 		$215K Buy
+21,789
New +$215K 0.03% 190