JFS Wealth Advisors’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 |
-213
| Closed | -$3.8K | – | 2005 |
|
|
2022
Q4 | $3.8K | Sell |
213
-1
| -0.5% | -$18 | ﹤0.01% | 1103 |
|
|
2022
Q3 | $4K | Sell |
214
-55
| -20% | -$1.03K | ﹤0.01% | 1122 |
|
|
2022
Q2 | $5K | Buy |
269
+89
| +49% | +$1.65K | ﹤0.01% | 1033 |
|
|
2022
Q1 | $3K | Buy |
180
+110
| +157% | +$1.83K | ﹤0.01% | 1349 |
|
|
2021
Q4 | $1K | Buy |
+70
| New | +$1K | ﹤0.01% | 1660 |
|