WFG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-500
| Closed | -$9K | – | 2106 |
|
|
2014
Q4 | $9K | Hold |
500
| – | – | ﹤0.01% | 1492 |
|
|
2014
Q3 | $8K | Hold |
500
| – | – | ﹤0.01% | 1547 |
|
|
2014
Q2 | $9K | Hold |
500
| – | – | ﹤0.01% | 1514 |
|
|
2014
Q1 | $9K | Sell |
500
-41
| -8% | -$738 | ﹤0.01% | 1487 |
|
|
2013
Q4 | $10K | Buy |
541
+28
| +5% | +$518 | ﹤0.01% | 1587 |
|
|
2013
Q3 | $8K | Buy |
513
+13
| +3% | +$203 | ﹤0.01% | 1610 |
|
|
2013
Q2 | $8K | Buy |
+500
| New | +$8K | ﹤0.01% | 1544 |
|