CSat Investment Advisory’s Umpqua Holdings Corp UMPQ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q4 | – | Sell |
-774
| Closed | -$8K | – | 1020 |
|
2020
Q3 | $8K | Buy |
774
+111
| +17% | +$1.15K | ﹤0.01% | 1068 |
|
2020
Q2 | $7K | Sell |
663
-18
| -3% | -$190 | ﹤0.01% | 1086 |
|
2020
Q1 | $7K | Buy |
681
+118
| +21% | +$1.21K | ﹤0.01% | 987 |
|
2019
Q4 | $10K | Buy |
563
+70
| +14% | +$1.24K | ﹤0.01% | 994 |
|
2019
Q3 | $8K | Buy |
493
+70
| +17% | +$1.14K | ﹤0.01% | 992 |
|
2019
Q2 | $7K | Buy |
+423
| New | +$7K | ﹤0.01% | 1004 |
|