CPWM LLC’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
Q2 | – | Sell |
-11,628
| Closed | -$192K | – | 288 |
|
|
2019
Q1 | $192K | Buy |
+11,628
| New | +$192K | 0.03% | 261 |
|
|
2018
Q4 | – | Sell |
-11,653
| Closed | -$242K | – | 303 |
|
|
2018
Q3 | $242K | Buy |
11,653
+108
| +0.9% | +$2.24K | 0.03% | 256 |
|
|
2018
Q2 | $261K | Buy |
+11,545
| New | +$261K | 0.04% | 242 |
|