Harvest Group Wealth Management’s UMB Financial UMBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-20
| Closed | -$1K | – | 678 |
|
|
2020
Q4 | $1K | Hold |
20
| – | – | ﹤0.01% | 574 |
|
|
2020
Q3 | $1K | Hold |
20
| – | – | ﹤0.01% | 525 |
|
|
2020
Q2 | $1K | Hold |
20
| – | – | ﹤0.01% | 431 |
|
|
2020
Q1 | $0 | Sell |
20
-16
| -44% | – | ﹤0.01% | 1013 |
|
|
2019
Q4 | $2K | Hold |
36
| – | – | ﹤0.01% | 677 |
|
|
2019
Q3 | $2K | Hold |
36
| – | – | ﹤0.01% | 774 |
|
|
2019
Q2 | $2K | Hold |
36
| – | – | ﹤0.01% | 613 |
|
|
2019
Q1 | $2K | Buy |
+36
| New | +$2K | ﹤0.01% | 689 |
|