DWA
UMPQ

Dougherty Wealth Advisers’s Umpqua Holdings Corp UMPQ Stock Holding History

Dougherty Wealth Advisers’s Portfolio UMPQ Stock Details UMPQ Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-1,506
Closed -$25K – 227
2019
Q2 		$25K Hold
1,506
– – 0.07% 166
2019
Q1 		$25K Hold
1,506
– – 0.08% 145
2018
Q4 		$27K Buy
+1,506
New +$27K 0.09% 146