Commonwealth Bank of Australia’s Umpqua Holdings Corp UMPQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-34,600
| Closed | -$574K | – | 1036 |
|
|
2019
Q2 | $574K | Buy |
34,600
+13,700
| +66% | +$227K | 0.01% | 684 |
|
|
2019
Q1 | $344K | Hold |
20,900
| – | – | ﹤0.01% | 737 |
|
|
2018
Q4 | $332K | Buy |
20,900
+2,500
| +14% | +$39.7K | ﹤0.01% | 700 |
|
|
2018
Q3 | $382K | Buy |
+18,400
| New | +$382K | ﹤0.01% | 727 |
|
|
2018
Q1 | – | Sell |
-1,237
| Closed | -$25K | – | 867 |
|
|
2017
Q4 | $25K | Hold |
1,237
| – | – | ﹤0.01% | 693 |
|
|
2017
Q3 | $24K | Buy |
1,237
+124
| +11% | +$2.41K | ﹤0.01% | 703 |
|
|
2017
Q2 | $20K | Hold |
1,113
| – | – | ﹤0.01% | 855 |
|
|
2017
Q1 | $20K | Buy |
1,113
+3
| +0.3% | +$54 | ﹤0.01% | 852 |
|
|
2016
Q4 | $21K | Buy |
+1,110
| New | +$21K | ﹤0.01% | 824 |
|