SIC
NAPA
SJS Investment Consulting’s The Duckhorn Portfolio, Inc. NAPA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-380
| Closed | -$3.54K | – | 1716 |
|
|
2024
Q1 | $3.54K | Sell |
380
-3
| -0.8% | -$28 | ﹤0.01% | 546 |
|
|
2023
Q4 | $3.77K | Buy |
383
+377
| +6,283% | +$3.72K | ﹤0.01% | 455 |
|
|
2023
Q3 | $62 | Buy |
6
+1
| +20% | +$10 | ﹤0.01% | 1581 |
|
|
2023
Q2 | $65 | Buy |
5
+2
| +67% | +$26 | ﹤0.01% | 1545 |
|
|
2023
Q1 | $48 | Hold |
3
| – | – | ﹤0.01% | 1519 |
|
|
2022
Q4 | $50 | Buy |
+3
| New | +$50 | ﹤0.01% | 1541 |
|