LRI Investments’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
-1,000
Closed -$11K 1176
2024
Q3
$11K Hold
1,000
﹤0.01% 768
2024
Q2
$7.1K Hold
1,000
﹤0.01% 816
2024
Q1
$9.31K Buy
+1,000
New +$9.31K ﹤0.01% 524