Cypress Wealth Advisors’s UMB Financial UMBF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q2
Sell
-3,005
Closed -$226K 173
2017
Q1
$226K Sell
3,005
-84
-3% -$6.32K 0.1% 184
2016
Q4
$238K Buy
+3,089
New +$238K 0.11% 167