JOYN Advisors’s UMB Financial UMBF Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q1 | – | Sell |
-270
| Closed | -$16K | – | 1334 |
|
2018
Q4 | $16K | Buy |
270
+237
| +718% | +$14K | ﹤0.01% | 772 |
|
2018
Q3 | $2K | Buy |
33
+25
| +313% | +$1.52K | ﹤0.01% | 1498 |
|
2018
Q2 | $1K | Buy |
8
+5
| +167% | +$625 | ﹤0.01% | 1664 |
|
2018
Q1 | $0 | Buy |
+3
| New | – | ﹤0.01% | 1414 |
|