Archford Capital Strategies’s Umpqua Holdings Corp UMPQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-104
| Closed | -$1K | – | 763 |
|
|
2016
Q3 | $1K | Sell |
104
-104
| -50% | -$1K | ﹤0.01% | 622 |
|
|
2016
Q2 | $4K | Buy |
+208
| New | +$4K | ﹤0.01% | 535 |
|
|
2016
Q1 | – | Sell |
-208
| Closed | -$4K | – | 644 |
|
|
2015
Q4 | $4K | Hold |
208
| – | – | ﹤0.01% | 623 |
|
|
2015
Q3 | $4K | Buy |
208
+104
| +100% | +$2K | ﹤0.01% | 495 |
|
|
2015
Q2 | $2K | Hold |
104
| – | – | ﹤0.01% | 524 |
|
|
2015
Q1 | $1.79K | Buy |
+104
| New | +$1.79K | ﹤0.01% | 550 |
|