CIBC Private Wealth Group’s Umpqua Holdings Corp UMPQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-44,827
| Closed | -$794K | – | 958 |
|
|
2019
Q4 | $794K | Sell |
44,827
-39,850
| -47% | -$706K | ﹤0.01% | 619 |
|
|
2019
Q3 | $1.39M | Buy |
84,677
+24,877
| +42% | +$409K | ﹤0.01% | 510 |
|
|
2019
Q2 | $992K | Sell |
59,800
-30
| -0.1% | -$498 | ﹤0.01% | 584 |
|
|
2019
Q1 | $986K | Buy |
59,830
+13,275
| +29% | +$219K | ﹤0.01% | 590 |
|
|
2018
Q4 | $740K | Buy |
+46,555
| New | +$740K | ﹤0.01% | 614 |
|
|
2015
Q3 | – | Sell |
-11,550
| Closed | -$208K | – | 623 |
|
|
2015
Q2 | $208K | Buy |
+11,550
| New | +$208K | ﹤0.01% | 607 |
|