TrustCore Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $1.82K | Hold |
110
| – | – | ﹤0.01% | 900 |
|
|
2022
Q3 | $2K | Hold |
110
| – | – | ﹤0.01% | 972 |
|
|
2022
Q2 | $2K | Hold |
110
| – | – | ﹤0.01% | 951 |
|
|
2022
Q1 | $2K | Hold |
110
| – | – | ﹤0.01% | 960 |
|
|
2021
Q4 | $3K | Hold |
110
| – | – | ﹤0.01% | 849 |
|
|
2021
Q3 | $3K | Hold |
110
| – | – | ﹤0.01% | 924 |
|
|
2021
Q2 | $2K | Hold |
110
| – | – | ﹤0.01% | 975 |
|
|
2021
Q1 | $2K | Buy |
+110
| New | +$2K | ﹤0.01% | 862 |
|