Mercer Global Advisors’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 | – | Sell |
-12,530
| Closed | -$210K | – | 1940 |
|
|
2022
Q2 | $210K | Buy |
+12,530
| New | +$210K | ﹤0.01% | 1615 |
|
|
2020
Q2 | – | Sell |
-11,176
| Closed | -$122K | – | 1201 |
|
|
2020
Q1 | $122K | Buy |
11,176
+207
| +2% | +$2.26K | ﹤0.01% | 996 |
|
|
2019
Q4 | $194K | Sell |
10,969
-945
| -8% | -$16.7K | ﹤0.01% | 1088 |
|
|
2019
Q3 | $196K | Buy |
+11,914
| New | +$196K | ﹤0.01% | 1037 |
|