Ellevest Inc’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 |
-451
| Closed | -$8.05K | – | 2124 |
|
|
2022
Q4 | $8.05K | Hold |
451
| – | – | ﹤0.01% | 1081 |
|
|
2022
Q3 | $8K | Buy |
451
+416
| +1,189% | +$7.38K | ﹤0.01% | 1097 |
|
|
2022
Q2 | $1K | Sell |
35
-135
| -79% | -$3.86K | ﹤0.01% | 1357 |
|
|
2022
Q1 | $3K | Hold |
170
| – | – | ﹤0.01% | 1163 |
|
|
2021
Q4 | $3K | Buy |
170
+112
| +193% | +$1.98K | ﹤0.01% | 1121 |
|
|
2021
Q3 | $1K | Buy |
58
+23
| +66% | +$397 | ﹤0.01% | 1354 |
|
|
2021
Q2 | $1K | Hold |
35
| – | – | ﹤0.01% | 1236 |
|
|
2021
Q1 | $1K | Hold |
35
| – | – | ﹤0.01% | 1234 |
|
|
2020
Q4 | $1K | Buy |
+35
| New | +$1K | ﹤0.01% | 1149 |
|
|
2020
Q2 | – | Sell |
-247
| Closed | -$3K | – | 1433 |
|
|
2020
Q1 | $3K | Buy |
247
+161
| +187% | +$1.96K | ﹤0.01% | 735 |
|
|
2019
Q4 | $2K | Buy |
+86
| New | +$2K | ﹤0.01% | 707 |
|