American Portfolios Advisors’s UMB Financial UMBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $15.9K | Buy |
+188
| New | +$15.9K | ﹤0.01% | 2301 |
|
|
2021
Q3 | – | Sell |
-35
| Closed | -$3.26K | – | 3534 |
|
|
2021
Q2 | $3.26K | Hold |
35
| – | – | ﹤0.01% | 2997 |
|
|
2021
Q1 | $3.23K | Buy |
+35
| New | +$3.23K | ﹤0.01% | 2854 |
|
|
2020
Q4 | – | Sell |
-41
| Closed | -$2.01K | – | 3098 |
|
|
2020
Q3 | $2.01K | Buy |
41
+11
| +37% | +$539 | ﹤0.01% | 2611 |
|
|
2020
Q2 | $1.55K | Buy |
30
+4
| +15% | +$206 | ﹤0.01% | 2605 |
|
|
2020
Q1 | $1.21K | Hold |
26
| – | – | ﹤0.01% | 2520 |
|
|
2019
Q4 | $1.79K | Hold |
26
| – | – | ﹤0.01% | 2597 |
|
|
2019
Q3 | $1.68K | Hold |
26
| – | – | ﹤0.01% | 2549 |
|
|
2019
Q2 | $1.71K | Sell |
26
-1
| -4% | -$66 | ﹤0.01% | 2507 |
|
|
2019
Q1 | $1.73K | Buy |
+27
| New | +$1.73K | ﹤0.01% | 2403 |
|
|
2018
Q4 | – | Sell |
-27
| Closed | -$1.91K | – | 2559 |
|
|
2018
Q3 | $1.91K | Buy |
+27
| New | +$1.91K | ﹤0.01% | 2231 |
|