Berman Capital Advisors’s UMB Financial UMBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $2K | Buy |
+21
| New | +$2K | ﹤0.01% | 1750 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 1781 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 1846 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 1592 |
|
|
2019
Q2 | – | Sell |
-31
| Closed | -$1K | – | 1583 |
|
|
2019
Q1 | $1K | Buy |
+31
| New | +$1K | ﹤0.01% | 1273 |
|