IMA Advisory Services’s UMB Financial UMBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-12,728
| Closed | -$948K | – | 130 |
|
|
2017
Q3 | $948K | Hold |
12,728
| – | – | 0.44% | 79 |
|
|
2017
Q2 | $953K | Hold |
12,728
| – | – | 0.46% | 80 |
|
|
2017
Q1 | $959K | Buy |
+12,728
| New | +$959K | 0.48% | 73 |
|
|
2015
Q3 | – | Sell |
-2,598
| Closed | -$148K | – | 170 |
|
|
2015
Q2 | $148K | Buy |
+2,598
| New | +$148K | 0.07% | 157 |
|