Xact Kapitalforvaltning’s Umpqua Holdings Corp UMPQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $435K | Hold |
39,892
| – | – | 0.01% | 834 |
|
|
2019
Q4 | $706K | Hold |
39,892
| – | – | 0.01% | 785 |
|
|
2019
Q3 | $657K | Hold |
39,892
| – | – | 0.01% | 770 |
|
|
2019
Q2 | $662K | Hold |
39,892
| – | – | 0.01% | 767 |
|
|
2019
Q1 | $658K | Hold |
39,892
| – | – | 0.01% | 757 |
|
|
2018
Q4 | $634K | Buy |
39,892
+7,100
| +22% | +$113K | 0.02% | 734 |
|
|
2018
Q3 | $682K | Hold |
32,792
| – | – | 0.01% | 766 |
|
|
2018
Q2 | $741K | Buy |
32,792
+5,400
| +20% | +$122K | 0.02% | 709 |
|
|
2018
Q1 | $586K | Buy |
27,392
+8,300
| +43% | +$178K | 0.01% | 747 |
|
|
2017
Q4 | $397K | Buy |
+19,092
| New | +$397K | 0.01% | 771 |
|