Parallel Advisors’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 | $14.5K | Buy |
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|
2024
Q2 | $1.36K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $2.65K | Sell |
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|
2023
Q3 | $4.43K | Buy |
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|
2023
Q2 | $2.85K | Buy |
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|
2023
Q1 | $1.59K | Buy |
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|
2022
Q4 | $331 | Hold |
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|
2022
Q3 | $0 | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $11K | Hold |
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|
2021
Q2 | $10K | Sell |
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|
2021
Q1 | $9K | Buy |
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