Sageworth Trust Company of South Dakota’s Umpqua Holdings Corp UMPQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-453
| Closed | -$8K | – | 259 |
|
|
2022
Q4 | $8K | Hold |
453
| – | – | 0.02% | 130 |
|
|
2022
Q3 | $8K | Sell |
453
-265
| -37% | -$4.68K | 0.02% | 115 |
|
|
2022
Q2 | $12K | Sell |
718
-309
| -30% | -$5.16K | 0.02% | 133 |
|
|
2022
Q1 | $19K | Hold |
1,027
| – | – | 0.04% | 119 |
|
|
2021
Q4 | $20K | Buy |
+1,027
| New | +$20K | 0.03% | 234 |
|