Liberty 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
Q1 | – | Sell |
-311
| Closed | -$6K | – | 1015 |
|
|
2019
Q4 | $6K | Buy |
311
+4
| +1% | +$77 | ﹤0.01% | 654 |
|
|
2019
Q3 | $5K | Buy |
307
+4
| +1% | +$65 | ﹤0.01% | 652 |
|
|
2019
Q2 | $5K | Buy |
303
+3
| +1% | +$50 | ﹤0.01% | 676 |
|
|
2019
Q1 | $4K | Sell |
300
-123
| -29% | -$1.64K | ﹤0.01% | 577 |
|
|
2018
Q4 | $6K | Buy |
+423
| New | +$6K | ﹤0.01% | 530 |
|