CAWM
UMPQ

Capital Advisors Wealth Management’s Umpqua Holdings Corp UMPQ Stock Holding History

Capital Advisors Wealth Management’s Portfolio UMPQ Stock Details UMPQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-77,263
Closed -$1.38M – 150
2022
Q4 		$1.38M Buy
77,263
+3,439
+5% +$61.4K 0.42% 40
2022
Q3 		$1.26M Buy
73,824
+40,464
+121% +$692K 0.42% 41
2022
Q2 		$559K Buy
33,360
+8,250
+33% +$138K 0.18% 65
2022
Q1 		$474K Buy
+25,110
New +$474K 0.15% 72