Ellevest Inc’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 |
-10
| Closed | -$577 | – | 1568 |
|
|
2023
Q1 | $577 | Buy |
+10
| New | +$577 | ﹤0.01% | 1662 |
|
|
2022
Q4 | – | Sell |
-57
| Closed | -$5K | – | 1973 |
|
|
2022
Q3 | $5K | Buy |
+57
| New | +$5K | ﹤0.01% | 1190 |
|
|
2020
Q4 | – | Sell |
-112
| Closed | -$5K | – | 1365 |
|
|
2020
Q3 | $5K | Hold |
112
| – | – | ﹤0.01% | 777 |
|
|
2020
Q2 | $6K | Sell |
112
-58
| -34% | -$3.11K | ﹤0.01% | 720 |
|
|
2020
Q1 | $8K | Buy |
170
+132
| +347% | +$6.21K | ﹤0.01% | 593 |
|
|
2019
Q4 | $3K | Buy |
+38
| New | +$3K | ﹤0.01% | 656 |
|