Carroll Financial Associates’s UMB Financial UMBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $2K | Hold |
27
| – | – | ﹤0.01% | 1503 |
|
|
2021
Q3 | $2K | Hold |
27
| – | – | ﹤0.01% | 1580 |
|
|
2021
Q2 | $2K | Hold |
27
| – | – | ﹤0.01% | 1588 |
|
|
2021
Q1 | $2K | Hold |
27
| – | – | ﹤0.01% | 1524 |
|
|
2020
Q4 | $1K | Hold |
27
| – | – | ﹤0.01% | 1488 |
|
|
2020
Q3 | $1K | Hold |
27
| – | – | ﹤0.01% | 1449 |
|
|
2020
Q2 | $1K | Hold |
27
| – | – | ﹤0.01% | 1468 |
|
|
2020
Q1 | $1K | Hold |
27
| – | – | ﹤0.01% | 1406 |
|
|
2019
Q4 | $1K | Hold |
27
| – | – | ﹤0.01% | 1481 |
|
|
2019
Q3 | $1K | Hold |
27
| – | – | ﹤0.01% | 1461 |
|
|
2019
Q2 | $1K | Buy |
+27
| New | +$1K | ﹤0.01% | 1519 |
|