Eads & Heald 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 | $235K | Sell |
4,028
-135
| -3% | -$7.88K | 0.12% | 131 |
|
2025
Q1 | $250K | Buy |
+4,163
| New | +$250K | 0.13% | 131 |
|
2024
Q4 | – | Sell |
-3,182
| Closed | -$226K | – | 145 |
|
2024
Q3 | $226K | Sell |
3,182
-320
| -9% | -$22.7K | 0.11% | 138 |
|
2024
Q2 | $231K | Buy |
+3,502
| New | +$231K | 0.11% | 134 |
|
2024
Q1 | – | Sell |
-3,900
| Closed | -$290K | – | 149 |
|
2023
Q4 | $290K | Buy |
+3,900
| New | +$290K | 0.14% | 123 |
|
2023
Q3 | – | Sell |
-3,788
| Closed | -$242K | – | 146 |
|
2023
Q2 | $242K | Buy |
+3,788
| New | +$242K | 0.12% | 135 |
|