Paloma Partners’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
-16,435
Closed -$95.5K 900
2024
Q3
$95.5K Buy
+16,435
New +$95.5K ﹤0.01% 774
2021
Q3
Sell
-10,933
Closed -$241K 1705
2021
Q2
$241K Buy
+10,933
New +$241K ﹤0.01% 1214