LWA
UMPQ

Lenox Wealth Advisors’s Umpqua Holdings Corp UMPQ Stock Holding History

Lenox Wealth Advisors’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
Q2 		– Sell
-99
Closed -$1K – 831
2020
Q1 		$1K Hold
99
– – ﹤0.01% 745
2019
Q4 		$2K Hold
99
– – ﹤0.01% 646
2019
Q3 		$2K Buy
+99
New +$2K ﹤0.01% 547