Mackenzie Financial’s Umpqua Holdings Corp UMPQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-10,100
| Closed | -$177K | – | 1290 |
|
|
2021
Q1 | $177K | Buy |
+10,100
| New | +$177K | ﹤0.01% | 1086 |
|
|
2020
Q1 | – | Sell |
-200,000
| Closed | -$3.54M | – | 1196 |
|
|
2019
Q4 | $3.54M | Buy |
+200,000
| New | +$3.54M | 0.01% | 513 |
|
|
2019
Q2 | – | Sell |
-198,319
| Closed | -$3.27M | – | 1288 |
|
|
2019
Q1 | $3.27M | Buy |
+198,319
| New | +$3.27M | 0.01% | 651 |
|