Disciplined Investments’s UMB Financial UMBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-9
| Closed | -$548 | – | 1460 |
|
|
2023
Q2 | $548 | Buy |
+9
| New | +$548 | ﹤0.01% | 1197 |
|
|
2023
Q1 | – | Sell |
-8
| Closed | -$668 | – | 1709 |
|
|
2022
Q4 | $668 | Sell |
8
-1
| -11% | -$84 | ﹤0.01% | 1065 |
|
|
2022
Q3 | $1K | Hold |
9
| – | – | ﹤0.01% | 1114 |
|
|
2022
Q2 | $1K | Sell |
9
-1
| -10% | -$111 | ﹤0.01% | 1146 |
|
|
2022
Q1 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 1212 |
|