Curated 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,690
| Closed | -$236K | – | 143 |
|
|
2023
Q2 | $236K | Hold |
3,690
| – | – | 0.05% | 115 |
|
|
2023
Q1 | $253K | Sell |
3,690
-1,037
| -22% | -$71.1K | 0.06% | 110 |
|
|
2022
Q4 | $337K | Sell |
4,727
-536
| -10% | -$38.2K | 0.08% | 85 |
|
|
2022
Q3 | $289K | Sell |
5,263
-1,143
| -18% | -$62.8K | 0.08% | 95 |
|
|
2022
Q2 | $390K | Buy |
+6,406
| New | +$390K | 0.11% | 81 |
|