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UMPQ

Avantax Planning Partners’s Umpqua Holdings Corp UMPQ Stock Holding History

Avantax Planning Partners’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
Q2 		– Sell
-11,459
Closed -$125K – 293
2020
Q1 		$125K Buy
+11,459
New +$125K 0.01% 262
2018
Q4 		– Sell
-661
Closed -$14K – 1287
2018
Q3 		$14K Buy
+661
New +$14K ﹤0.01% 801