Keudell/Morrison Wealth Management’s Umpqua Holdings Corp UMPQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-10,918
| Closed | -$116K | – | 158 |
|
|
2020
Q3 | $116K | Hold |
10,918
| – | – | 0.07% | 143 |
|
|
2020
Q2 | $116K | Hold |
10,918
| – | – | 0.1% | 138 |
|
|
2020
Q1 | $119K | Buy |
10,918
+70
| +0.6% | +$763 | 0.12% | 133 |
|
|
2019
Q4 | $192K | Hold |
10,848
| – | – | 0.13% | 148 |
|
|
2019
Q3 | $179K | Hold |
10,848
| – | – | 0.15% | 145 |
|
|
2019
Q2 | $174K | Hold |
10,848
| – | – | 0.15% | 135 |
|
|
2019
Q1 | $179K | Buy |
+10,848
| New | +$179K | 0.16% | 131 |
|