WR Wealth Planners’s UMB Financial UMBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-119
| Closed | -$7.38K | – | 818 |
|
|
2023
Q3 | $7.38K | Hold |
119
| – | – | ﹤0.01% | 623 |
|
|
2023
Q2 | $7.25K | Hold |
119
| – | – | ﹤0.01% | 625 |
|
|
2023
Q1 | $6.87K | Hold |
119
| – | – | ﹤0.01% | 634 |
|
|
2022
Q4 | $9.94K | Hold |
119
| – | – | 0.01% | 266 |
|
|
2022
Q3 | $10K | Hold |
119
| – | – | 0.01% | 262 |
|
|
2022
Q2 | $10.2K | Hold |
119
| – | – | 0.01% | 283 |
|
|
2022
Q1 | $11.6K | Buy |
+119
| New | +$11.6K | 0.01% | 282 |
|