First Mercantile Trust’s UMB Financial UMBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-174
| Closed | -$8K | – | 960 |
|
|
2020
Q1 | $8K | Buy |
174
+16
| +10% | +$736 | ﹤0.01% | 831 |
|
|
2019
Q4 | $11K | Buy |
158
+11
| +7% | +$766 | ﹤0.01% | 857 |
|
|
2019
Q3 | $9K | Buy |
147
+7
| +5% | +$429 | ﹤0.01% | 898 |
|
|
2019
Q2 | $9K | Sell |
140
-20
| -13% | -$1.29K | ﹤0.01% | 844 |
|
|
2019
Q1 | $10K | Sell |
160
-30
| -16% | -$1.88K | ﹤0.01% | 851 |
|
|
2018
Q4 | $12K | Buy |
190
+50
| +36% | +$3.16K | ﹤0.01% | 882 |
|
|
2018
Q3 | $10K | Hold |
140
| – | – | ﹤0.01% | 892 |
|
|
2018
Q2 | $11K | Buy |
+140
| New | +$11K | ﹤0.01% | 910 |
|