Wealthspire Advisors (Maryland)’s UMB Financial UMBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-13
| Closed | -$1K | – | 1987 |
|
|
2019
Q1 | $1K | Buy |
13
+7
| +117% | +$538 | ﹤0.01% | 2397 |
|
|
2018
Q4 | $0 | Buy |
6
+1
| +20% | – | ﹤0.01% | 2572 |
|
|
2018
Q3 | $0 | Hold |
5
| – | – | ﹤0.01% | 2516 |
|
|
2018
Q2 | $0 | Hold |
5
| – | – | ﹤0.01% | 2595 |
|
|
2018
Q1 | $0 | Sell |
5
-87
| -95% | – | ﹤0.01% | 2649 |
|
|
2017
Q4 | $7K | Buy |
92
+5
| +6% | +$380 | ﹤0.01% | 1740 |
|
|
2017
Q3 | $6K | Hold |
87
| – | – | ﹤0.01% | 1755 |
|
|
2017
Q2 | $7K | Buy |
+87
| New | +$7K | ﹤0.01% | 1669 |
|