First Personal Financial Services’s Umpqua Holdings Corp UMPQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-563
| Closed | -$12K | – | 978 |
|
|
2018
Q1 | $12K | Buy |
563
+75
| +15% | +$1.6K | ﹤0.01% | 751 |
|
|
2017
Q4 | $10K | Buy |
488
+99
| +25% | +$2.03K | ﹤0.01% | 789 |
|
|
2017
Q3 | $8K | Sell |
389
-188
| -33% | -$3.87K | ﹤0.01% | 744 |
|
|
2017
Q2 | $11K | Sell |
577
-67
| -10% | -$1.28K | ﹤0.01% | 707 |
|
|
2017
Q1 | $11K | Hold |
644
| – | – | ﹤0.01% | 701 |
|
|
2016
Q4 | $12K | Sell |
644
-9
| -1% | -$168 | ﹤0.01% | 678 |
|
|
2016
Q3 | $10K | Hold |
653
| – | – | ﹤0.01% | 597 |
|
|
2016
Q2 | $10K | Buy |
+653
| New | +$10K | ﹤0.01% | 570 |
|