Clearview Wealth Advisors’s Umpqua Holdings Corp UMPQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-658
| Closed | -$11.7K | – | 724 |
|
|
2022
Q4 | $11.7K | Hold |
658
| – | – | 0.01% | 311 |
|
|
2022
Q3 | $11K | Hold |
658
| – | – | 0.01% | 329 |
|
|
2022
Q2 | $11K | Hold |
658
| – | – | 0.01% | 346 |
|
|
2022
Q1 | $12K | Sell |
658
-1,130
| -63% | -$20.6K | 0.01% | 361 |
|
|
2021
Q4 | $34K | Sell |
1,788
-5,492
| -75% | -$104K | 0.02% | 269 |
|
|
2021
Q3 | $147K | Buy |
7,280
+1,741
| +31% | +$35.2K | 0.09% | 133 |
|
|
2021
Q2 | $102K | Buy |
5,539
+400
| +8% | +$7.37K | 0.06% | 162 |
|
|
2021
Q1 | $90K | Hold |
5,139
| – | – | 0.06% | 171 |
|
|
2020
Q4 | $78K | Buy |
+5,139
| New | +$78K | 0.05% | 159 |
|