JPLA
NAPA
Joseph P. Lucia & Associates’s The Duckhorn Portfolio, Inc. NAPA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1
| Closed | – | – | 464 |
|
|
2022
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 519 |
|
|
2022
Q1 | $0 | Buy |
+1
| New | – | ﹤0.01% | 479 |
|
|
2021
Q4 | – | Sell |
-146
| Closed | -$3K | – | 578 |
|
|
2021
Q3 | $3K | Hold |
146
| – | – | ﹤0.01% | 499 |
|
|
2021
Q2 | $3K | Buy |
146
+86
| +143% | +$1.77K | ﹤0.01% | 499 |
|
|
2021
Q1 | $1K | Buy |
+60
| New | +$1K | ﹤0.01% | 555 |
|