IWM
UMPQ

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

Integrated 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
2015
Q3 		– Sell
-631
Closed -$11K – 1412
2015
Q2 		$11K Hold
631
– – ﹤0.01% 779
2015
Q1 		$10K Buy
+631
New +$10K ﹤0.01% 778