Advisor Partners II’s Umpqua Holdings Corp UMPQ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-10,527
Closed -$188K 1053
2022
Q4
$188K Sell
10,527
-140
-1% -$2.5K 0.01% 869
2022
Q3
$182K Buy
+10,667
New +$182K 0.01% 773