Arete Wealth Advisors’s Rio Tinto RIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-4,329
| Closed | -$285K | – | 804 |
|
|
2024
Q2 | $285K | Buy |
+4,329
| New | +$295K | 0.02% | 548 |
|
|
2024
Q1 | – | Sell |
-4,855
| Closed | -$362K | – | 653 |
|
|
2023
Q4 | $362K | Sell |
4,855
-854
| -15% | -$57.3K | 0.03% | 492 |
|
|
2023
Q3 | $363K | Sell |
5,709
-2,082
| -27% | -$133K | 0.06% | 305 |
|
|
2023
Q2 | $497K | Buy |
7,791
+1,622
| +26% | +$104K | 0.04% | 363 |
|
|
2023
Q1 | $423K | Buy |
6,169
+1,495
| +32% | +$108K | 0.03% | 383 |
|
|
2022
Q4 | $333M | Sell |
4,674
-179
| -4% | -$11.2K | 0.03% | 428 |
|
|
2022
Q3 | $267K | Buy |
4,853
+113
| +2% | +$6.51K | 0.03% | 435 |
|
|
2022
Q2 | $282K | Buy |
4,740
+1,306
| +38% | +$93.6K | 0.03% | 347 |
|
|
2022
Q1 | $276K | Buy |
3,434
+194
| +6% | +$14.7K | 0.02% | 400 |
|
|
2021
Q4 | $218K | Buy |
+3,240
| New | +$210K | 0.02% | 456 |
|
|
2021
Q2 | – | Sell |
-2,850
| Closed | -$221K | – | 423 |
|
|
2021
Q1 | $221K | Sell |
2,850
-486
| -15% | -$39.9K | 0.03% | 374 |
|
|
2020
Q4 | $256K | Buy |
+3,336
| New | +$219K | 0.04% | 335 |
|
|
2020
Q1 | – | Sell |
-4,136
| Closed | -$246K | – | 396 |
|
|
2019
Q4 | $246K | Sell |
4,136
-576
| -12% | -$31.2K | 0.04% | 333 |
|
|
2019
Q3 | $245K | Buy |
4,712
+61
| +1% | +$3.31K | 0.05% | 334 |
|
|
2019
Q2 | $290K | Sell |
4,651
-1,132
| -20% | -$67.8K | 0.06% | 304 |
|
|
2019
Q1 | $340K | Sell |
5,783
-6,212
| -52% | -$342K | 0.07% | 266 |
|
|
2018
Q4 | $582K | Sell |
11,995
-1,847
| -13% | -$90.1K | 0.14% | 174 |
|
|
2018
Q3 | $706K | Sell |
13,842
-284
| -2% | -$14.5K | 0.16% | 154 |
|
|
2018
Q2 | $784K | Sell |
14,126
-217
| -2% | -$12.2K | 0.19% | 140 |
|
|
2018
Q1 | $739K | Buy |
14,343
+9,092
| +173% | +$496K | 0.25% | 118 |
|
|
2017
Q4 | $278K | Buy |
+5,251
| New | +$256K | 0.09% | 251 |
|
Other funds holding RIO
HL