BWA
UMPQ

Burt Wealth Advisors’s Umpqua Holdings Corp UMPQ Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2021
Q1
Sell
-209
Closed -$3K 381
2020
Q4
$3K Buy
+209
New +$3K ﹤0.01% 337