Merriman 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
Q2 | – | Sell |
-14,103
| Closed | -$154K | – | 196 |
|
|
2020
Q1 | $154K | Hold |
14,103
| – | – | 0.03% | 148 |
|
|
2019
Q4 | $250K | Sell |
14,103
-1,128
| -7% | -$20K | 0.05% | 159 |
|
|
2019
Q3 | $251K | Sell |
15,231
-650
| -4% | -$10.7K | 0.05% | 152 |
|
|
2019
Q2 | $2.67K | Hold |
15,881
| – | – | 0.05% | 158 |
|
|
2019
Q1 | $262K | Sell |
15,881
-1,164
| -7% | -$19.2K | 0.05% | 175 |
|
|
2018
Q4 | $287K | Buy |
17,045
+137
| +0.8% | +$2.31K | 0.06% | 127 |
|
|
2018
Q3 | $352K | Buy |
16,908
+1,082
| +7% | +$22.5K | 0.08% | 130 |
|
|
2018
Q2 | $358K | Buy |
15,826
+811
| +5% | +$18.3K | 0.08% | 127 |
|
|
2018
Q1 | $321K | Buy |
15,015
+12
| +0.1% | +$257 | 0.08% | 144 |
|
|
2017
Q4 | $312K | Buy |
15,003
+3,719
| +33% | +$77.3K | 0.08% | 139 |
|
|
2017
Q3 | $220K | Buy |
+11,284
| New | +$220K | 0.05% | 146 |
|