UMB Bank’s GOLDMAN SACHS GROUP, INC. 5.50% SER J GS.PRJ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | – | Sell |
-32,971
| Closed | -$894K | – | 2023 |
|
2021
Q3 | $894K | Buy |
32,971
+171
| +0.5% | +$4.64K | 0.02% | 249 |
|
2021
Q2 | $899K | Sell |
32,800
-94
| -0.3% | -$2.58K | 0.02% | 244 |
|
2021
Q1 | $889K | Buy |
32,894
+27
| +0.1% | +$730 | 0.02% | 232 |
|
2020
Q4 | $898K | Buy |
32,867
+44
| +0.1% | +$1.2K | 0.02% | 226 |
|
2020
Q3 | $834K | Hold |
32,823
| – | – | 0.03% | 220 |
|
2020
Q2 | $834K | Buy |
32,823
+62
| +0.2% | +$1.58K | 0.03% | 220 |
|
2020
Q1 | $796K | Buy |
32,761
+5,285
| +19% | +$128K | 0.03% | 219 |
|
2019
Q4 | $737K | Buy |
27,476
+1,585
| +6% | +$42.5K | 0.02% | 242 |
|
2019
Q3 | $693 | Buy |
+25,891
| New | +$693 | 0.02% | 249 |
|