Covestor’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 |
-3,618
| Closed | -$65K | – | 2809 |
|
|
2022
Q4 | $65K | Buy |
3,618
+49
| +1% | +$880 | 0.05% | 619 |
|
|
2022
Q3 | $61K | Sell |
3,569
-3,135
| -47% | -$53.6K | 0.05% | 626 |
|
|
2022
Q2 | $112K | Buy |
6,704
+1,655
| +33% | +$27.6K | 0.09% | 351 |
|
|
2022
Q1 | $95K | Buy |
5,049
+2,464
| +95% | +$46.4K | 0.06% | 537 |
|
|
2021
Q4 | $50K | Buy |
+2,585
| New | +$50K | 0.07% | 545 |
|