UMB Bank’s OR Royalties Inc. OR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-567
| Closed | -$8.72K | – | 1730 |
|
2023
Q2 | $8.72K | Sell |
567
-567
| -50% | -$8.72K | ﹤0.01% | 1328 |
|
2023
Q1 | $17.9K | Sell |
1,134
-566
| -33% | -$8.95K | ﹤0.01% | 1113 |
|
2022
Q4 | $21K | Hold |
1,700
| – | – | ﹤0.01% | 1098 |
|
2022
Q3 | $17K | Hold |
1,700
| – | – | ﹤0.01% | 1158 |
|
2022
Q2 | $17K | Sell |
1,700
-2,400
| -59% | -$24K | ﹤0.01% | 1238 |
|
2022
Q1 | $54K | Buy |
4,100
+2,400
| +141% | +$31.6K | ﹤0.01% | 954 |
|
2021
Q4 | $21K | Buy |
+1,700
| New | +$21K | ﹤0.01% | 1263 |
|