Placemark Investments’s Umpqua Holdings Corp UMPQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $1.4M | Buy |
82,461
+17,481
| +27% | +$297K | 0.02% | 715 |
|
|
2014
Q3 | $1.07M | Buy |
64,980
+3,828
| +6% | +$63K | 0.02% | 831 |
|
|
2014
Q2 | $1.1M | Buy |
61,152
+8,717
| +17% | +$156K | 0.02% | 830 |
|
|
2014
Q1 | $978K | Sell |
52,435
-29
| -0.1% | -$541 | 0.02% | 835 |
|
|
2013
Q4 | $1.01M | Sell |
52,464
-919
| -2% | -$17.6K | 0.02% | 845 |
|
|
2013
Q3 | $866K | Buy |
53,383
+2,814
| +6% | +$45.7K | 0.02% | 876 |
|
|
2013
Q2 | $757K | Buy |
+50,569
| New | +$757K | 0.02% | 869 |
|