Baystate 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-537
| Closed | -$10K | – | 1099 |
|
|
2022
Q4 | $10K | Buy |
537
+6
| +1% | +$112 | ﹤0.01% | 581 |
|
|
2022
Q3 | $9K | Buy |
531
+6
| +1% | +$102 | ﹤0.01% | 569 |
|
|
2022
Q2 | $9K | Buy |
525
+7
| +1% | +$120 | ﹤0.01% | 595 |
|
|
2022
Q1 | $10K | Buy |
518
+5
| +1% | +$97 | ﹤0.01% | 587 |
|
|
2021
Q4 | $10K | Buy |
+513
| New | +$10K | ﹤0.01% | 584 |
|