GoalVest Advisory’s UMB Financial UMBF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-47	Closed	-$2.92K	–	494
2023 Q3	$2.92K	Buy	47 +3	+7%	+$186	﹤0.01%	393
2023 Q2	$2.68K	Buy	+44	New	+$2.68K	﹤0.01%	335