Concord Wealth Partners’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 |
-97
| Closed | -$1.73K | – | 1271 |
|
|
2022
Q4 | $1.73K | Buy |
+97
| New | +$1.73K | ﹤0.01% | 971 |
|
|
2022
Q3 | – | Sell |
-97
| Closed | -$2K | – | 1263 |
|
|
2022
Q2 | $2K | Hold |
97
| – | – | ﹤0.01% | 1088 |
|
|
2022
Q1 | $2K | Hold |
97
| – | – | ﹤0.01% | 1156 |
|
|
2021
Q4 | $2K | Hold |
97
| – | – | ﹤0.01% | 1183 |
|
|
2021
Q3 | $2K | Hold |
97
| – | – | ﹤0.01% | 793 |
|
|
2021
Q2 | $2K | Hold |
97
| – | – | ﹤0.01% | 931 |
|
|
2021
Q1 | $2K | Buy |
+97
| New | +$2K | ﹤0.01% | 867 |
|