Spire Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-100
| Closed | -$2K | – | 2616 |
|
|
2022
Q4 | $2K | Hold |
100
| – | – | ﹤0.01% | 2122 |
|
|
2022
Q3 | $1K | Hold |
100
| – | – | ﹤0.01% | 2149 |
|
|
2022
Q2 | $2K | Buy |
+100
| New | +$2K | ﹤0.01% | 2417 |
|
|
2021
Q3 | – | Sell |
-500
| Closed | -$11K | – | 2667 |
|
|
2021
Q2 | $11K | Sell |
500
-500
| -50% | -$11K | ﹤0.01% | 2092 |
|
|
2021
Q1 | $17K | Buy |
+1,000
| New | +$17K | ﹤0.01% | 2227 |
|