BWP
UMPQ

BSW Wealth Partners’s Umpqua Holdings Corp UMPQ Stock Holding History

BSW Wealth 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
2018
Q4 		– Sell
-14,923
Closed -$310K – 147
2018
Q3 		$310K Buy
+14,923
New +$310K 0.12% 76