Wealthspire Advisors (Maryland)’s Umpqua Holdings Corp UMPQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-873
| Closed | -$14K | – | 2293 |
|
|
2019
Q1 | $14K | Sell |
873
-32
| -4% | -$513 | ﹤0.01% | 1414 |
|
|
2018
Q4 | $14K | Buy |
905
+42
| +5% | +$650 | ﹤0.01% | 1357 |
|
|
2018
Q3 | $18K | Sell |
863
-22
| -2% | -$459 | ﹤0.01% | 1351 |
|
|
2018
Q2 | $20K | Sell |
885
-1,185
| -57% | -$26.8K | ﹤0.01% | 1318 |
|
|
2018
Q1 | $44K | Buy |
2,070
+22
| +1% | +$468 | ﹤0.01% | 1034 |
|
|
2017
Q4 | $43K | Buy |
2,048
+858
| +72% | +$18K | ﹤0.01% | 1071 |
|
|
2017
Q3 | $23K | Buy |
+1,190
| New | +$23K | ﹤0.01% | 1259 |
|
|
2016
Q2 | – | Sell |
-210
| Closed | -$3K | – | 1843 |
|
|
2016
Q1 | $3K | Buy |
+210
| New | +$3K | ﹤0.01% | 1479 |
|