Schubert & Co’s UMB Financial UMBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-11
| Closed | -$635 | – | 1438 |
|
|
2023
Q1 | $635 | Sell |
11
-1
| -8% | -$58 | ﹤0.01% | 1350 |
|
|
2022
Q4 | $1K | Sell |
12
-19
| -61% | -$1.59K | ﹤0.01% | 1176 |
|
|
2022
Q3 | $3K | Buy |
31
+11
| +55% | +$1.07K | ﹤0.01% | 688 |
|
|
2022
Q2 | $2K | Buy |
20
+13
| +186% | +$1.3K | ﹤0.01% | 905 |
|
|
2022
Q1 | $1K | Sell |
7
-1
| -13% | -$143 | ﹤0.01% | 951 |
|
|
2021
Q4 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 895 |
|