Liberty 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
Q4 | – | Sell |
-179
| Closed | -$18K | – | 1040 |
|
|
2021
Q3 | $18K | Buy |
179
+90
| +101% | +$9.05K | 0.01% | 687 |
|
|
2021
Q2 | $8K | Sell |
89
-4
| -4% | -$360 | ﹤0.01% | 715 |
|
|
2021
Q1 | $6K | Hold |
93
| – | – | ﹤0.01% | 683 |
|
|
2020
Q4 | $6K | Hold |
93
| – | – | ﹤0.01% | 678 |
|
|
2020
Q3 | $5K | Buy |
93
+4
| +4% | +$215 | ﹤0.01% | 638 |
|
|
2020
Q2 | $5K | Hold |
89
| – | – | ﹤0.01% | 626 |
|
|
2020
Q1 | $4K | Sell |
89
-3
| -3% | -$135 | ﹤0.01% | 643 |
|
|
2019
Q4 | $6K | Hold |
92
| – | – | ﹤0.01% | 649 |
|
|
2019
Q3 | $6K | Buy |
92
+1
| +1% | +$65 | 0.01% | 613 |
|
|
2019
Q2 | $6K | Sell |
91
-10
| -10% | -$659 | 0.01% | 638 |
|
|
2019
Q1 | $6K | Buy |
101
+1
| +1% | +$59 | ﹤0.01% | 525 |
|
|
2018
Q4 | $6K | Buy |
+100
| New | +$6K | ﹤0.01% | 525 |
|