GWM
UMPQ

Gupta Wealth Management’s Umpqua Holdings Corp UMPQ Stock Holding History

Gupta Wealth Management’s Portfolio UMPQ Stock Details UMPQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2016
Q1 		$16K Buy
+1,012
New +$16K ﹤0.01% 736
2015
Q4 		– Sell
-598
Closed -$10K – 1381
2015
Q3 		$10K Hold
598
– – ﹤0.01% 917
2015
Q2 		$11K Buy
+598
New +$11K ﹤0.01% 881