CWM
UMPQ

Confluence Wealth Management’s Umpqua Holdings Corp UMPQ Stock Holding History

Confluence Wealth Management’s Portfolio UMPQ Stock Details UMPQ Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-10,604
Closed -$113K – 124
2020
Q2 		$113K Buy
+10,604
New +$113K 0.05% 103