SWA
Sutton Wealth Advisors’s UMB Financial UMBF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-3
| Closed | -$251 | – | 1530 |
|
|
2022
Q4 | $251 | Sell |
3
-2
| -40% | -$167 | ﹤0.01% | 1576 |
|
|
2022
Q3 | $421 | Buy |
+5
| New | +$421 | ﹤0.01% | 1487 |
|
|
2022
Q2 | – | Sell |
-3
| Closed | -$291 | – | 1721 |
|
|
2022
Q1 | $291 | Sell |
3
-2
| -40% | -$194 | ﹤0.01% | 1544 |
|
|
2021
Q4 | $531 | Buy |
+5
| New | +$531 | ﹤0.01% | 1507 |
|
|
2017
Q3 | – | Sell |
-280
| Closed | -$21K | – | 1111 |
|
|
2017
Q2 | $21K | Sell |
280
-41
| -13% | -$3.07K | 0.02% | 510 |
|
|
2017
Q1 | $24.2K | Hold |
321
| – | – | 0.02% | 442 |
|
|
2016
Q4 | $24.8K | Sell |
321
-604
| -65% | -$46.6K | 0.02% | 433 |
|
|
2016
Q3 | $55K | Hold |
925
| – | – | 0.05% | 241 |
|
|
2016
Q2 | $49.2K | Hold |
925
| – | – | 0.05% | 248 |
|
|
2016
Q1 | $47.8K | Buy |
+925
| New | +$47.8K | 0.05% | 253 |
|