Dubuque Bank & Trust’s UMB Financial UMBF Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q2 | – | Sell |
-156
| Closed | -$10K | – | 576 |
|
2019
Q1 | $10K | Hold |
156
| – | – | ﹤0.01% | 472 |
|
2018
Q4 | $10K | Hold |
156
| – | – | ﹤0.01% | 432 |
|
2018
Q3 | $11K | Sell |
156
-3,036
| -95% | -$214K | ﹤0.01% | 425 |
|
2018
Q2 | $243K | Sell |
3,192
-385
| -11% | -$29.3K | 0.04% | 166 |
|
2018
Q1 | $259K | Buy |
3,577
+162
| +5% | +$11.7K | 0.04% | 174 |
|
2017
Q4 | $246K | Sell |
3,415
-610
| -15% | -$43.9K | 0.04% | 194 |
|
2017
Q3 | $300K | Buy |
4,025
+193
| +5% | +$14.4K | 0.05% | 169 |
|
2017
Q2 | $287K | Buy |
3,832
+306
| +9% | +$22.9K | 0.06% | 154 |
|
2017
Q1 | $266K | Buy |
+3,526
| New | +$266K | 0.06% | 156 |
|