Rothschild Investment LLC’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
Q3
Sell
-12,331
Closed -$131K 456
2020
Q2
$131K Sell
12,331
-16,956
-58% -$180K 0.02% 402
2020
Q1
$319K Sell
29,287
-449
-2% -$4.89K 0.04% 304
2019
Q4
$526K Buy
+29,736
New +$526K 0.05% 288