Bartlett & Co Wealth Management’s UMB Financial UMBF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-434	Closed	-$36.4K	–	1108
2022 Q4	$36.4K	Sell	434 -15	-3%	-$1.26K	﹤0.01%	625
2022 Q3	$38K	Buy	449 +411	+1,082%	+$34.8K	﹤0.01%	607
2022 Q2	$3.29K	Buy	+38	New	+$3.29K	﹤0.01%	1109