LA
UMPQ

Legacy Advisors’s Umpqua Holdings Corp UMPQ Stock Holding History

Legacy Advisors’s Portfolio UMPQ Stock Details UMPQ Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-453
Closed -$10K – 423
2018
Q3 		$10K Buy
+453
New +$10K ﹤0.01% 358
2018
Q1 		– Sell
-272
Closed -$5K – 469
2017
Q4 		$5K Buy
+272
New +$5K ﹤0.01% 304