Schubert & Co’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 |
-141
| Closed | -$2.52K | – | 1694 |
|
|
2022
Q4 | $2.52K | Sell |
141
-2
| -1% | -$36 | ﹤0.01% | 756 |
|
|
2022
Q3 | $2K | Buy |
143
+66
| +86% | +$923 | ﹤0.01% | 965 |
|
|
2022
Q2 | $1K | Buy |
77
+38
| +97% | +$494 | ﹤0.01% | 1409 |
|
|
2022
Q1 | $1K | Buy |
39
+5
| +15% | +$128 | ﹤0.01% | 1028 |
|
|
2021
Q4 | $1K | Buy |
+34
| New | +$1K | ﹤0.01% | 970 |
|