CFA
UMPQ

Carroll Financial Associates’s Umpqua Holdings Corp UMPQ Stock Holding History

Carroll Financial Associates’s Portfolio UMPQ Stock Details UMPQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-380
Closed -$6K – 1556
2018
Q4 		$6K Hold
380
– – ﹤0.01% 1009
2018
Q3 		$7K Hold
380
– – ﹤0.01% 1012
2018
Q2 		$8K Buy
+380
New +$8K ﹤0.01% 920
2015
Q4 		– Hold
0
– – – 1214
2015
Q3 		– Hold
0
– – – 1225