Global Retirement Partners’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
Q1 | – | Sell |
-2,065
| Closed | -$33K | – | 1576 |
|
|
2018
Q4 | $33K | Hold |
2,065
| – | – | 0.01% | 612 |
|
|
2018
Q3 | $43K | Sell |
2,065
-490
| -19% | -$10.2K | 0.01% | 605 |
|
|
2018
Q2 | $58K | Sell |
2,555
-855
| -25% | -$19.4K | 0.01% | 509 |
|
|
2018
Q1 | $73K | Hold |
3,410
| – | – | 0.02% | 441 |
|
|
2017
Q4 | $71K | Buy |
+3,410
| New | +$71K | 0.02% | 428 |
|