AGF Investments Inc’s UMB Financial UMBF Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-3,366
| Closed | -$357K | – | 698 |
|
2021
Q4 | $357K | Buy |
3,366
+1,366
| +68% | +$145K | ﹤0.01% | 555 |
|
2021
Q3 | $193K | Buy |
+2,000
| New | +$193K | ﹤0.01% | 551 |
|
2021
Q2 | – | Sell |
-2,046
| Closed | -$189K | – | 820 |
|
2021
Q1 | $189K | Sell |
2,046
-549
| -21% | -$50.7K | ﹤0.01% | 612 |
|
2020
Q4 | $179K | Sell |
2,595
-4,090
| -61% | -$282K | ﹤0.01% | 655 |
|
2020
Q3 | $328K | Buy |
6,685
+829
| +14% | +$40.7K | ﹤0.01% | 561 |
|
2020
Q2 | $302K | Buy |
+5,856
| New | +$302K | ﹤0.01% | 530 |
|