CSat Investment Advisory’s UMB Financial UMBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-179
| Closed | -$9K | – | 943 |
|
|
2020
Q3 | $9K | Buy |
179
+24
| +15% | +$1.21K | ﹤0.01% | 1058 |
|
|
2020
Q2 | $8K | Buy |
155
+12
| +8% | +$619 | ﹤0.01% | 1074 |
|
|
2020
Q1 | $7K | Buy |
143
+28
| +24% | +$1.37K | ﹤0.01% | 981 |
|
|
2019
Q4 | $8K | Buy |
115
+14
| +14% | +$974 | ﹤0.01% | 1034 |
|
|
2019
Q3 | $7K | Buy |
101
+14
| +16% | +$970 | ﹤0.01% | 1013 |
|
|
2019
Q2 | $6K | Buy |
+87
| New | +$6K | ﹤0.01% | 1034 |
|