Clifford Swan Investment Counsel’s Rio Tinto RIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,150
| Closed | -$224K | – | 313 |
|
|
2024
Q3 | $224K | Hold |
3,150
| – | – | 0.01% | 301 |
|
|
2024
Q2 | $208K | Hold |
3,150
| – | – | 0.01% | 299 |
|
|
2024
Q1 | $201K | Sell |
3,150
-534
| -14% | -$34K | 0.01% | 304 |
|
|
2023
Q4 | $274K | Sell |
3,684
-125
| -3% | -$9.31K | 0.01% | 270 |
|
|
2023
Q3 | $242K | Sell |
3,809
-267
| -7% | -$17K | 0.01% | 273 |
|
|
2023
Q2 | $260K | Buy |
4,076
+30
| +0.7% | +$1.92K | 0.01% | 272 |
|
|
2023
Q1 | $278K | Sell |
4,046
-24
| -0.6% | -$1.65K | 0.01% | 261 |
|
|
2022
Q4 | $290K | Sell |
4,070
-50
| -1% | -$3.56K | 0.01% | 257 |
|
|
2022
Q3 | $227K | Sell |
4,120
-80
| -2% | -$4.41K | 0.01% | 289 |
|
|
2022
Q2 | $256K | Buy |
4,200
+8
| +0.2% | +$488 | 0.01% | 284 |
|
|
2022
Q1 | $337K | Buy |
4,192
+231
| +6% | +$18.6K | 0.01% | 271 |
|
|
2021
Q4 | $265K | Hold |
3,961
| – | – | 0.01% | 302 |
|
|
2021
Q3 | $251K | Buy |
3,961
+23
| +0.6% | +$1.46K | 0.01% | 307 |
|
|
2021
Q2 | $349K | Buy |
+3,938
| New | +$349K | 0.01% | 256 |
|