Tidal Investments’s The Duckhorn Portfolio, Inc. NAPA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-23,412
| Closed | -$240K | – | 1533 |
|
|
2023
Q3 | $240K | Buy |
23,412
+2,307
| +11% | +$23.7K | 0.01% | 1143 |
|
|
2023
Q2 | $274K | Buy |
21,105
+6,750
| +47% | +$87.6K | 0.01% | 1082 |
|
|
2023
Q1 | $228K | Buy |
14,355
+170
| +1% | +$2.7K | 0.01% | 1135 |
|
|
2022
Q4 | $235K | Buy |
14,185
+2,711
| +24% | +$44.9K | 0.01% | 981 |
|
|
2022
Q3 | $166K | Buy |
11,474
+1,790
| +18% | +$25.9K | 0.01% | 984 |
|
|
2022
Q2 | $204K | Sell |
9,684
-1,962
| -17% | -$41.3K | 0.01% | 985 |
|
|
2022
Q1 | $212K | Buy |
11,646
+2,191
| +23% | +$39.9K | 0.01% | 986 |
|
|
2021
Q4 | $221K | Buy |
+9,455
| New | +$221K | 0.01% | 874 |
|