Duality Advisers’s UMB Financial UMBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-26,607
| Closed | -$1.54M | – | 738 |
|
|
2023
Q1 | $1.54M | Buy |
+26,607
| New | +$1.54M | 0.17% | 221 |
|
|
2022
Q4 | – | Sell |
-9,538
| Closed | -$804K | – | 787 |
|
|
2022
Q3 | $804K | Buy |
+9,538
| New | +$804K | 0.09% | 344 |
|
|
2022
Q2 | – | Sell |
-2,388
| Closed | -$232K | – | 871 |
|
|
2022
Q1 | $232K | Buy |
+2,388
| New | +$232K | 0.02% | 588 |
|