Nuveen’s The Duckhorn Portfolio, Inc. NAPA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $684K | Hold |
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|
2024
Q2 | $836K | Hold |
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|
2024
Q1 | $1.1M | Buy |
|
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|
2023
Q4 | $1.03M | Buy |
|
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|
2023
Q3 | $1.06M | Sell |
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|
2023
Q2 | $1.36M | Hold |
|
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|
2023
Q1 | $1.67M | Sell |
|
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|
2022
Q4 | $4.94M | Sell |
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|
2022
Q3 | $6.79M | Buy |
|
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|
2022
Q2 | $2.21M | Buy |
|
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|
2022
Q1 | $1.84M | Buy |
|
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|
2021
Q4 | $2.09M | Sell |
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|
2021
Q3 | $3.55M | Sell |
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|
2021
Q2 | $2.46M | Buy |
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