Advisory Services Network’s UMB Financial UMBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-100
| Closed | -$9K | – | 3124 |
|
|
2021
Q2 | $9K | Buy |
+100
| New | +$9K | ﹤0.01% | 2873 |
|
|
2021
Q1 | – | Sell |
-123
| Closed | -$9K | – | 3067 |
|
|
2020
Q4 | $9K | Buy |
123
+57
| +86% | +$4.17K | ﹤0.01% | 2508 |
|
|
2020
Q3 | $3K | Buy |
+66
| New | +$3K | ﹤0.01% | 3009 |
|
|
2020
Q2 | – | Sell |
-66
| Closed | -$3K | – | 2668 |
|
|
2020
Q1 | $3K | Sell |
66
-118
| -64% | -$5.36K | ﹤0.01% | 2676 |
|
|
2019
Q4 | $13K | Sell |
184
-36
| -16% | -$2.54K | ﹤0.01% | 2244 |
|
|
2019
Q3 | $14K | Hold |
220
| – | – | ﹤0.01% | 2015 |
|
|
2019
Q2 | $14K | Buy |
+220
| New | +$14K | ﹤0.01% | 2013 |
|