Confluence Wealth Services’s UMB Financial UMBF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-3,300	Closed	-$315K	–	269
2022 Q2	$315K	Hold	3,300	–	–	0.14%	192
2022 Q1	$320K	Hold	3,300	–	–	0.12%	182
2021 Q4	$350K	Buy	+3,300	New	+$350K	0.11%	174