Core Wealth Partners’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 | $467K | Hold |
8,000
| – | – | 0.24% | 88 |
|
2025
Q1 | $481K | Hold |
8,000
| – | – | 0.28% | 84 |
|
2024
Q4 | $470K | Buy |
8,000
+1,000
| +14% | +$58.8K | 0.27% | 85 |
|
2024
Q3 | $498K | Hold |
7,000
| – | – | 0.3% | 74 |
|
2024
Q2 | $462K | Buy |
7,000
+2,000
| +40% | +$132K | 0.32% | 70 |
|
2024
Q1 | $319K | Hold |
5,000
| – | – | 0.24% | 83 |
|
2023
Q4 | $372K | Hold |
5,000
| – | – | 0.31% | 65 |
|
2023
Q3 | $318K | Hold |
5,000
| – | – | 0.29% | 73 |
|
2023
Q2 | $319K | Hold |
5,000
| – | – | 0.29% | 73 |
|
2023
Q1 | $343K | Buy |
+5,000
| New | +$343K | 0.34% | 66 |
|