BerganKDV Wealth Management’s Rio Tinto RIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $7.28K | Hold |
114
| – | – | ﹤0.01% | 578 |
|
|
2023
Q1 | $7.82K | Hold |
114
| – | – | ﹤0.01% | 633 |
|
|
2022
Q4 | $8.12K | Hold |
114
| – | – | ﹤0.01% | 608 |
|
|
2022
Q3 | $6K | Hold |
114
| – | – | ﹤0.01% | 657 |
|
|
2022
Q2 | $7K | Hold |
114
| – | – | ﹤0.01% | 650 |
|
|
2022
Q1 | $9K | Hold |
114
| – | – | ﹤0.01% | 634 |
|
|
2021
Q4 | $8K | Sell |
114
-26
| -19% | -$1.83K | ﹤0.01% | 708 |
|
|
2021
Q3 | $9K | Buy |
140
+26
| +23% | +$1.67K | ﹤0.01% | 663 |
|
|
2021
Q2 | $10K | Hold |
114
| – | – | ﹤0.01% | 615 |
|
|
2021
Q1 | $9K | Buy |
+114
| New | +$9K | ﹤0.01% | 596 |
|
|
2020
Q2 | – | Sell |
-76
| Closed | -$3K | – | 1069 |
|
|
2020
Q1 | $3K | Hold |
76
| – | – | ﹤0.01% | 684 |
|
|
2019
Q4 | $5K | Hold |
76
| – | – | ﹤0.01% | 628 |
|
|
2019
Q3 | $4K | Hold |
76
| – | – | ﹤0.01% | 590 |
|
|
2019
Q2 | $5K | Hold |
76
| – | – | ﹤0.01% | 589 |
|
|
2019
Q1 | $4K | Hold |
76
| – | – | ﹤0.01% | 615 |
|
|
2018
Q4 | $4K | Buy |
+76
| New | +$4K | ﹤0.01% | 569 |
|