Bogart Wealth LLC’s UMB Financial UMBF Stock Holding History

Bogart Wealth LLC’s Portfolio UMBF Stock Details UMBF Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.41K	Buy
2024 Q4	–	Hold
2024 Q3	–	Hold