Bartlett & Co’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 | -$36K | – | 1098 |
|
|
2022
Q4 | $36K | Sell |
434
-15
| -3% | -$1.24K | ﹤0.01% | 626 |
|
|
2022
Q3 | $38K | Buy |
449
+411
| +1,082% | +$34.8K | ﹤0.01% | 610 |
|
|
2022
Q2 | $3K | Buy |
+38
| New | +$3K | ﹤0.01% | 1134 |
|
|
2015
Q1 | – | Sell |
-65
| Closed | -$4K | – | 791 |
|
|
2014
Q4 | $4K | Buy |
+65
| New | +$4K | ﹤0.01% | 722 |
|