VWM
UMPQ

Venturi Wealth Management’s Umpqua Holdings Corp UMPQ Stock Holding History

Venturi Wealth Management’s Portfolio UMPQ Stock Details UMPQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-10,510
Closed -$179K – 209
2017
Q1 		$179K Buy
10,510
+280
+3% +$4.77K 0.04% 177
2016
Q4 		$192K Buy
+10,230
New +$192K 0.05% 147