TWA
NAPA
TCI Wealth Advisors’s The Duckhorn Portfolio, Inc. NAPA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1
| Closed | -$16 | – | 2368 |
|
|
2023
Q1 | $16 | Buy |
+1
| New | +$16 | ﹤0.01% | 2497 |
|
|
2022
Q4 | – | Sell |
-211
| Closed | -$3K | – | 2683 |
|
|
2022
Q3 | $3K | Hold |
211
| – | – | ﹤0.01% | 1871 |
|
|
2022
Q2 | $4K | Hold |
211
| – | – | ﹤0.01% | 1729 |
|
|
2022
Q1 | $4K | Buy |
+211
| New | +$4K | ﹤0.01% | 1824 |
|