Ten Capital Wealth Advisors’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 |
-248
| Closed | -$4.43K | – | 689 |
|
|
2022
Q4 | $4.43K | Hold |
248
| – | – | ﹤0.01% | 394 |
|
|
2022
Q3 | $4K | Hold |
248
| – | – | ﹤0.01% | 444 |
|
|
2022
Q2 | $4K | Hold |
248
| – | – | ﹤0.01% | 358 |
|
|
2022
Q1 | $5K | Hold |
248
| – | – | ﹤0.01% | 383 |
|
|
2021
Q4 | $5K | Hold |
248
| – | – | ﹤0.01% | 381 |
|
|
2021
Q3 | $5K | Sell |
248
-87
| -26% | -$1.75K | ﹤0.01% | 329 |
|
|
2021
Q2 | $6K | Hold |
335
| – | – | ﹤0.01% | 360 |
|
|
2021
Q1 | $5K | Hold |
335
| – | – | ﹤0.01% | 302 |
|
|
2020
Q4 | $5K | Buy |
+335
| New | +$5K | ﹤0.01% | 305 |
|