BWAM
Boyd Watterson Asset Management’s Rio Tinto RIO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $18.9K | Hold |
324
| – | – | 0.01% | 250 |
|
2025
Q1 | $19.5K | Hold |
324
| – | – | 0.01% | 257 |
|
2024
Q4 | $19.1K | Hold |
324
| – | – | 0.01% | 266 |
|
2024
Q3 | $23.1K | Sell |
324
-8
| -2% | -$569 | 0.01% | 249 |
|
2024
Q2 | $21.9K | Hold |
332
| – | – | 0.01% | 254 |
|
2024
Q1 | $21.2K | Hold |
332
| – | – | 0.01% | 258 |
|
2023
Q4 | $24.7K | Hold |
332
| – | – | 0.01% | 239 |
|
2023
Q3 | $21.1K | Hold |
332
| – | – | 0.01% | 247 |
|
2023
Q2 | $21.2K | Hold |
332
| – | – | 0.01% | 255 |
|
2023
Q1 | $22.8K | Hold |
332
| – | – | 0.01% | 246 |
|
2022
Q4 | $23.6K | Buy |
+332
| New | +$23.6K | 0.01% | 243 |
|
2016
Q4 | – | Sell |
-7,552
| Closed | -$252K | – | 153 |
|
2016
Q3 | $252K | Sell |
7,552
-578
| -7% | -$19.3K | 0.12% | 148 |
|
2016
Q2 | $254K | Sell |
8,130
-118
| -1% | -$3.69K | 0.12% | 156 |
|
2016
Q1 | $233K | Buy |
+8,248
| New | +$233K | 0.11% | 158 |
|
2015
Q4 | – | Sell |
-8,017
| Closed | -$271K | – | 173 |
|
2015
Q3 | $271K | Sell |
8,017
-16
| -0.2% | -$541 | 0.12% | 144 |
|
2015
Q2 | $331K | Buy |
8,033
+31
| +0.4% | +$1.28K | 0.13% | 141 |
|
2015
Q1 | $331K | Buy |
8,002
+424
| +6% | +$17.5K | 0.13% | 137 |
|
2014
Q4 | $349K | Sell |
7,578
-713
| -9% | -$32.8K | 0.15% | 132 |
|
2014
Q3 | $408K | Hold |
8,291
| – | – | 0.18% | 136 |
|
2014
Q2 | $450K | Sell |
8,291
-2,490
| -23% | -$135K | 0.2% | 130 |
|
2014
Q1 | $602K | Buy |
10,781
+656
| +6% | +$36.6K | 0.28% | 94 |
|
2013
Q4 | $571K | Buy |
10,125
+1,380
| +16% | +$77.8K | 0.27% | 99 |
|
2013
Q3 | $426K | Buy |
8,745
+2,122
| +32% | +$103K | 0.2% | 118 |
|
2013
Q2 | $272K | Buy |
+6,623
| New | +$272K | 0.14% | 141 |
|