Bank of Nova Scotia’s UMB Financial UMBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-6,920
| Closed | -$429K | – | 1048 |
|
|
2023
Q3 | $429K | Sell |
6,920
-869
| -11% | -$53.9K | ﹤0.01% | 830 |
|
|
2023
Q2 | $474K | Buy |
7,789
+2,431
| +45% | +$148K | ﹤0.01% | 828 |
|
|
2023
Q1 | $309K | Buy |
5,358
+1,709
| +47% | +$98.7K | ﹤0.01% | 961 |
|
|
2022
Q4 | $305K | Buy |
+3,649
| New | +$305K | ﹤0.01% | 1014 |
|
|
2022
Q1 | – | Sell |
-9,472
| Closed | -$1.01M | – | 1271 |
|
|
2021
Q4 | $1.01M | Buy |
9,472
+3,358
| +55% | +$356K | ﹤0.01% | 960 |
|
|
2021
Q3 | $591K | Buy |
+6,114
| New | +$591K | ﹤0.01% | 916 |
|
|
2021
Q2 | – | Sell |
-5,901
| Closed | -$545K | – | 1124 |
|
|
2021
Q1 | $545K | Sell |
5,901
-1,564
| -21% | -$144K | ﹤0.01% | 878 |
|
|
2020
Q4 | $515K | Sell |
7,465
-2,687
| -26% | -$185K | ﹤0.01% | 869 |
|
|
2020
Q3 | $498K | Buy |
10,152
+744
| +8% | +$36.5K | ﹤0.01% | 852 |
|
|
2020
Q2 | $485K | Buy |
+9,408
| New | +$485K | ﹤0.01% | 754 |
|