Compass 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $769K | Hold |
13,180
| – | – | 0.18% | 90 |
|
|
2025
Q1 | $792K | Sell |
13,180
-500
| -4% | -$30K | 0.2% | 86 |
|
|
2024
Q4 | $805K | Sell |
13,680
-2,100
| -13% | -$124K | 0.19% | 86 |
|
|
2024
Q3 | $1.12M | Sell |
15,780
-1,261
| -7% | -$89.7K | 0.26% | 81 |
|
|
2024
Q2 | $1.12M | Sell |
17,041
-30
| -0.2% | -$1.98K | 0.28% | 80 |
|
|
2024
Q1 | $1.09M | Sell |
17,071
-3,050
| -15% | -$194K | 0.27% | 84 |
|
|
2023
Q4 | $1.5M | Sell |
20,121
-150
| -0.7% | -$11.2K | 0.42% | 74 |
|
|
2023
Q3 | $1.29M | Sell |
20,271
-500
| -2% | -$31.8K | 0.41% | 74 |
|
|
2023
Q2 | $1.33M | Sell |
20,771
-6,201
| -23% | -$396K | 0.4% | 74 |
|
|
2023
Q1 | $1.85M | Sell |
26,972
-1,860
| -6% | -$128K | 0.59% | 60 |
|
|
2022
Q4 | $2.05M | Buy |
+28,832
| New | +$2.05M | 0.67% | 51 |
|