LPT
UMPQ

Legacy Private Trust’s Umpqua Holdings Corp UMPQ Stock Holding History

Legacy Private Trust’s Portfolio UMPQ Stock Details UMPQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-12,000
Closed -$212K – 237
2019
Q4 		$212K Hold
12,000
– – 0.02% 227
2019
Q3 		$198K Sell
12,000
-3,000
-20% -$49.5K 0.02% 226
2019
Q2 		$249K Buy
+15,000
New +$249K 0.03% 215