Avior Wealth 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 | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | – | Sell |
-400
| Closed | -$4K | – | 1046 |
|
2020
Q2 | $4K | Hold |
400
| – | – | ﹤0.01% | 746 |
|
2020
Q1 | $4K | Hold |
400
| – | – | ﹤0.01% | 655 |
|
2019
Q4 | $7K | Hold |
400
| – | – | ﹤0.01% | 643 |
|
2019
Q3 | $6K | Hold |
400
| – | – | ﹤0.01% | 619 |
|
2019
Q2 | $7K | Hold |
400
| – | – | ﹤0.01% | 629 |
|
2019
Q1 | $6K | Hold |
400
| – | – | ﹤0.01% | 564 |
|
2018
Q4 | $6K | Hold |
400
| – | – | ﹤0.01% | 611 |
|
2018
Q3 | $8K | Hold |
400
| – | – | ﹤0.01% | 602 |
|
2018
Q2 | $9K | Hold |
400
| – | – | ﹤0.01% | 599 |
|
2018
Q1 | $9K | Hold |
400
| – | – | ﹤0.01% | 596 |
|
2017
Q4 | $8K | Hold |
400
| – | – | ﹤0.01% | 619 |
|
2017
Q3 | $8K | Hold |
400
| – | – | ﹤0.01% | 358 |
|
2017
Q2 | $7K | Hold |
400
| – | – | ﹤0.01% | 351 |
|
2017
Q1 | $7K | Buy |
+400
| New | +$7K | ﹤0.01% | 393 |
|