Buffington Mohr McNeal’s Umpqua Holdings Corp UMPQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-5,263
| Closed | -$87K | – | 347 |
|
|
2019
Q1 | $87K | Buy |
+5,263
| New | +$87K | 0.03% | 158 |
|
|
2017
Q1 | – | Sell |
-5,561
| Closed | -$104K | – | 138 |
|
|
2016
Q4 | $104K | Buy |
+5,561
| New | +$104K | 0.04% | 169 |
|
|
2014
Q1 | – | Sell |
-5,263
| Closed | -$101K | – | 79 |
|
|
2013
Q4 | $101K | Buy |
+5,263
| New | +$101K | 0.06% | 76 |
|