Advisornet Financial’s Umpqua Holdings Corp UMPQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-5,060
| Closed | -$83K | – | 1826 |
|
|
2019
Q1 | $83K | Hold |
5,060
| – | – | 0.01% | 599 |
|
|
2018
Q4 | $80K | Hold |
5,060
| – | – | 0.01% | 575 |
|
|
2018
Q3 | $105K | Hold |
5,060
| – | – | 0.01% | 542 |
|
|
2018
Q2 | $114K | Hold |
5,060
| – | – | 0.02% | 496 |
|
|
2018
Q1 | $108K | Hold |
5,060
| – | – | 0.01% | 513 |
|
|
2017
Q4 | $105K | Buy |
+5,060
| New | +$105K | 0.02% | 471 |
|