Optimum Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-1,000
| Closed | -$17K | – | 1006 |
|
|
2014
Q4 | $17K | Hold |
1,000
| – | – | 0.01% | 758 |
|
|
2014
Q3 | $16K | Hold |
1,000
| – | – | 0.01% | 688 |
|
|
2014
Q2 | $18K | Hold |
1,000
| – | – | 0.01% | 683 |
|
|
2014
Q1 | $19K | Hold |
1,000
| – | – | 0.01% | 527 |
|
|
2013
Q4 | $19K | Hold |
1,000
| – | – | 0.01% | 530 |
|
|
2013
Q3 | $16K | Buy |
+1,000
| New | +$16K | 0.01% | 531 |
|