Lindbrook Capital’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 |
-212
| Closed | -$1.23K | – | 2942 |
|
|
2024
Q3 | $1.23K | Sell |
212
-1,212
| -85% | -$7.04K | ﹤0.01% | 2459 |
|
|
2024
Q2 | $10.1K | Buy |
1,424
+1,037
| +268% | +$7.36K | ﹤0.01% | 1618 |
|
|
2024
Q1 | $3.6K | Sell |
387
-255
| -40% | -$2.37K | ﹤0.01% | 2040 |
|
|
2023
Q4 | $6.32K | Buy |
642
+457
| +247% | +$4.5K | ﹤0.01% | 1759 |
|
|
2023
Q3 | $1.9K | Buy |
+185
| New | +$1.9K | ﹤0.01% | 2149 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 2891 |
|
|
2023
Q1 | – | Sell |
-103
| Closed | -$1.71K | – | 2958 |
|
|
2022
Q4 | $1.71K | Buy |
+103
| New | +$1.71K | ﹤0.01% | 2304 |
|