JFS Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-7
| Closed | -$66 | – | 2056 |
|
|
2024
Q1 | $66 | Buy |
7
+2
| +40% | +$19 | ﹤0.01% | 1968 |
|
|
2023
Q4 | $50 | Hold |
5
| – | – | ﹤0.01% | 1978 |
|
|
2023
Q3 | $52 | Sell |
5
-4
| -44% | -$42 | ﹤0.01% | 1930 |
|
|
2023
Q2 | $117 | Buy |
9
+5
| +125% | +$65 | ﹤0.01% | 1921 |
|
|
2023
Q1 | $64 | Buy |
4
+1
| +33% | +$16 | ﹤0.01% | 1913 |
|
|
2022
Q4 | $50 | Buy |
+3
| New | +$50 | ﹤0.01% | 1925 |
|