CM Wealth Advisors’s Rio Tinto RIO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-3,600
Closed -$252K 154
2024
Q1
$252K Buy
+3,600
New +$252K 0.07% 150
2023
Q3
Sell
-3,600
Closed -$238K 149
2023
Q2
$238K Buy
+3,600
New +$238K 0.08% 137