Chesley Taft & Associates’s Rio Tinto RIO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-5,125
Closed -$338K 328
2024
Q2
$338K Sell
5,125
-900
-15% -$59.3K 0.02% 275
2024
Q1
$384K Sell
6,025
-250
-4% -$15.9K 0.02% 267
2023
Q4
$467K Sell
6,275
-450
-7% -$33.5K 0.03% 243
2023
Q3
$428K Sell
6,725
-450
-6% -$28.6K 0.03% 235
2023
Q2
$458K Sell
7,175
-575
-7% -$36.7K 0.03% 231
2023
Q1
$532K Buy
+7,750
New +$532K 0.03% 218