Berman Capital Advisors’s Umpqua Holdings Corp UMPQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $19K | Buy |
975
+1
| +0.1% | +$19 | ﹤0.01% | 1005 |
|
|
2021
Q2 | $17K | Buy |
974
+1
| +0.1% | +$17 | ﹤0.01% | 980 |
|
|
2021
Q1 | $17K | Hold |
973
| – | – | ﹤0.01% | 855 |
|
|
2020
Q4 | $14K | Buy |
973
+1
| +0.1% | +$14 | ﹤0.01% | 804 |
|
|
2020
Q3 | $10K | Buy |
972
+463
| +91% | +$4.76K | ﹤0.01% | 813 |
|
|
2020
Q2 | $5K | Buy |
509
+209
| +70% | +$2.05K | ﹤0.01% | 1013 |
|
|
2020
Q1 | $3K | Sell |
300
-209
| -41% | -$2.09K | ﹤0.01% | 1082 |
|
|
2019
Q4 | $9K | Hold |
509
| – | – | ﹤0.01% | 804 |
|
|
2019
Q3 | $8K | Hold |
509
| – | – | ﹤0.01% | 810 |
|
|
2019
Q2 | $8K | Sell |
509
-114
| -18% | -$1.79K | ﹤0.01% | 838 |
|
|
2019
Q1 | $10K | Buy |
623
+114
| +22% | +$1.83K | ﹤0.01% | 670 |
|
|
2018
Q4 | $8K | Buy |
+509
| New | +$8K | ﹤0.01% | 576 |
|