AWA
UMPQ

Arkadios Wealth Advisors’s Umpqua Holdings Corp UMPQ Stock Holding History

Arkadios Wealth Advisors’s Portfolio UMPQ Stock Details UMPQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-578
Closed -$5.94K – 1077
2020
Q2 		$5.94K Buy
578
+10
+2% +$103 ﹤0.01% 760
2020
Q1 		$6.19K Hold
568
– – ﹤0.01% 740
2019
Q4 		$10.2K Buy
+568
New +$10.2K 0.01% 590