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