Andesa Financial Management’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
Q1 | – | Sell |
-20,743
| Closed | -$332K | – | 151 |
|
|
2018
Q4 | $332K | Sell |
20,743
-68,287
| -77% | -$1.09M | 0.4% | 67 |
|
|
2018
Q3 | $1.85M | Buy |
89,030
+4,015
| +5% | +$83.6K | 2.84% | 10 |
|
|
2018
Q2 | $1.92M | Buy |
85,015
+425
| +0.5% | +$9.61K | 3.11% | 9 |
|
|
2018
Q1 | $1.81M | Sell |
84,590
-650
| -0.8% | -$13.9K | 2.99% | 10 |
|
|
2017
Q4 | $1.77M | Buy |
+85,240
| New | +$1.77M | 2.62% | 11 |
|