AWA
Aaron Wealth Advisors’s UMB Financial UMBF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-13,907
| Closed | -$847K | – | 276 |
|
|
2023
Q2 | $847K | Buy |
13,907
+4,638
| +50% | +$282K | 0.11% | 105 |
|
|
2023
Q1 | $535K | Buy |
+9,269
| New | +$535K | 0.07% | 148 |
|
|
2022
Q2 | – | Sell |
-104,162
| Closed | -$1.07M | – | 809 |
|
|
2022
Q1 | $1.07M | Buy |
+104,162
| New | +$1.07M | 0.01% | 343 |
|