Total Clarity 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-126,584
| Closed | -$899K | – | 291 |
|
|
2024
Q2 | $899K | Buy |
126,584
+46,218
| +58% | +$328K | 0.31% | 86 |
|
|
2024
Q1 | $748K | Buy |
80,366
+24,426
| +44% | +$227K | 0.26% | 108 |
|
|
2023
Q4 | $551K | Buy |
55,940
+36,689
| +191% | +$361K | 0.23% | 118 |
|
|
2023
Q3 | $198K | Buy |
19,251
+9,144
| +90% | +$93.8K | 0.1% | 211 |
|
|
2023
Q2 | $131K | Buy |
+10,107
| New | +$131K | 0.07% | 211 |
|