TCI Wealth Advisors’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	-251	Closed	-$14.5K	–	2124
2023 Q1	$14.5K	Buy	251 +224	+830%	+$12.9K	﹤0.01%	874
2022 Q4	$2.26K	Sell	27 -89	-77%	-$7.43K	﹤0.01%	1945
2022 Q3	$10K	Buy	116 +4	+4%	+$345	﹤0.01%	1037
2022 Q2	$10K	Buy	112 +88	+367%	+$7.86K	﹤0.01%	1037
2022 Q1	$2K	Hold	24	–	–	﹤0.01%	2035
2021 Q4	$3K	Hold	24	–	–	﹤0.01%	2042
2021 Q3	$2K	Sell	24 -35	-59%	-$2.92K	﹤0.01%	2170
2021 Q2	$5K	Hold	59	–	–	﹤0.01%	1476
2021 Q1	$5K	Buy	59 +35	+146%	+$2.97K	﹤0.01%	1293
2020 Q4	$2K	Hold	24	–	–	﹤0.01%	1260
2020 Q3	$1K	Sell	24 -3	-11%	-$125	﹤0.01%	1428
2020 Q2	$1K	Sell	27 -20	-43%	-$741	﹤0.01%	1362
2020 Q1	$2K	Sell	47 -106	-69%	-$4.51K	﹤0.01%	1098
2019 Q4	$11K	Hold	153	–	–	﹤0.01%	690
2019 Q3	$10K	Hold	153	–	–	﹤0.01%	649
2019 Q2	$10K	Hold	153	–	–	﹤0.01%	627
2019 Q1	$10K	Hold	153	–	–	﹤0.01%	634
2018 Q4	$9K	Hold	153	–	–	﹤0.01%	650
2018 Q3	$11K	Hold	153	–	–	﹤0.01%	610
2018 Q2	$12K	Hold	153	–	–	0.01%	613
2018 Q1	$11K	Hold	153	–	–	0.01%	604
2017 Q4	$11K	Hold	153	–	–	﹤0.01%	617
2017 Q3	$11K	Hold	153	–	–	0.01%	580
2017 Q2	$11K	Hold	153	–	–	0.01%	578
2017 Q1	$12K	Hold	153	–	–	0.01%	549
2016 Q4	$12K	Hold	153	–	–	0.01%	595
2016 Q3	$9K	Hold	153	–	–	﹤0.01%	610
2016 Q2	$8K	Hold	153	–	–	﹤0.01%	627
2016 Q1	$8K	Sell	153 -92	-38%	-$4.81K	﹤0.01%	636
2015 Q4	$11K	Buy	+245	New	+$11K	0.01%	569