Duckhorn Portfolio shares owned by Simplicity Wealth
Quarter-by-quarter ownership of Duckhorn Portfolio (NAPA) shares owned by Simplicity Wealth
from 13F filings
Historical chart of Simplicity Wealth investment in Duckhorn Portfolio
Tip: Access up to 7 years of quarterly data
All positions including Duckhorn Portfolio held by Simplicity Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Duckhorn Portfolio by Simplicity Wealth
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $136k | 15k | 9.31 |