Mariner Independent Advisor Network’s Umpqua Holdings Corp UMPQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $290K | Buy |
16,955
+2,081
| +14% | +$35.6K | 0.01% | 527 |
|
|
2022
Q2 | $251K | Buy |
+14,874
| New | +$251K | 0.01% | 533 |
|
|
2021
Q3 | – | Sell |
-10,591
| Closed | -$195K | – | 537 |
|
|
2021
Q2 | $195K | Buy |
+10,591
| New | +$195K | 0.01% | 481 |
|
|
2020
Q1 | – | Sell |
-13,821
| Closed | -$251K | – | 408 |
|
|
2019
Q4 | $251K | Buy |
+13,821
| New | +$251K | 0.02% | 354 |
|