Winifred I. Li’s UMB Financial UMBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $78K | Hold |
1,370
| – | – | 0.07% | 218 |
|
|
2014
Q3 | $75K | Sell |
1,370
-60
| -4% | -$3.29K | 0.07% | 224 |
|
|
2014
Q2 | $91K | Buy |
1,430
+600
| +72% | +$38.2K | 0.08% | 213 |
|
|
2014
Q1 | $54K | Hold |
830
| – | – | 0.05% | 276 |
|
|
2013
Q4 | $53K | Buy |
830
+420
| +102% | +$26.8K | 0.05% | 274 |
|
|
2013
Q3 | $22K | Buy |
+410
| New | +$22K | 0.02% | 329 |
|