SignatureFD’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 |
-89
| Closed | -$517 | – | 3420 |
|
|
2024
Q3 | $517 | Buy |
+89
| New | +$517 | ﹤0.01% | 3087 |
|
|
2024
Q2 | – | Sell |
-168
| Closed | -$1.56K | – | 3275 |
|
|
2024
Q1 | $1.56K | Sell |
168
-680
| -80% | -$6.33K | ﹤0.01% | 2862 |
|
|
2023
Q4 | $8.35K | Buy |
848
+553
| +187% | +$5.45K | ﹤0.01% | 2327 |
|
|
2023
Q3 | $3.03K | Buy |
295
+187
| +173% | +$1.92K | ﹤0.01% | 2656 |
|
|
2023
Q2 | $1.4K | Sell |
108
-75
| -41% | -$973 | ﹤0.01% | 2892 |
|
|
2023
Q1 | $2.91K | Buy |
183
+147
| +408% | +$2.34K | ﹤0.01% | 2694 |
|
|
2022
Q4 | $597 | Buy |
+36
| New | +$597 | ﹤0.01% | 3075 |
|