JWM
UMPQ

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

JGP 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
2022
Q2 		– Sell
-18,907
Closed -$338K – 164
2022
Q1 		$338K Sell
18,907
-5,036
-21% -$90K 0.06% 126
2021
Q4 		$469K Hold
23,943
– – 0.09% 104
2021
Q3 		$485K Hold
23,943
– – 0.1% 97
2021
Q2 		$442K Buy
+23,943
New +$442K 0.1% 109