SWP
UMPQ

Stratos Wealth Partners’s Umpqua Holdings Corp UMPQ Stock Holding History

Stratos Wealth Partners’s Portfolio UMPQ Stock Details UMPQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-219
Closed -$5K – 2693
2018
Q3 		$5K Buy
+219
New +$5K ﹤0.01% 2480
2018
Q2 		– Sell
-216
Closed -$5K – 2776
2018
Q1 		$5K Buy
216
+1
+0.5% +$23 ﹤0.01% 2630
2017
Q4 		$4K Buy
+215
New +$4K ﹤0.01% 2477