Quantamental Technologies’s UMB Financial UMBF Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-2,869
| Closed | -$240K | – | 621 |
|
2022
Q4 | $240K | Buy |
2,869
+183
| +7% | +$15.3K | 0.11% | 316 |
|
2022
Q3 | $226K | Buy |
+2,686
| New | +$226K | 0.09% | 383 |
|
2022
Q2 | – | Sell |
-3,032
| Closed | -$295K | – | 567 |
|
2022
Q1 | $295K | Buy |
+3,032
| New | +$295K | 0.17% | 239 |
|
2019
Q4 | – | Sell |
-400
| Closed | -$26K | – | 1295 |
|
2019
Q3 | $26K | Sell |
400
-672
| -63% | -$43.7K | 0.01% | 1155 |
|
2019
Q2 | $71K | Buy |
+1,072
| New | +$71K | 0.03% | 793 |
|
2019
Q1 | – | Sell |
-289
| Closed | -$18K | – | 1788 |
|
2018
Q4 | $18K | Buy |
+289
| New | +$18K | 0.01% | 1038 |
|