EverSource Wealth Advisors’s Rio Tinto RIO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $207K | Buy |
3,541
+721
| +26% | +$42.1K | 0.01% | 843 |
|
|
2025
Q1 | $169K | Buy |
2,820
+262
| +10% | +$15.7K | 0.01% | 716 |
|
|
2024
Q4 | $150K | Sell |
2,558
-23
| -0.9% | -$1.35K | 0.01% | 766 |
|
|
2024
Q3 | $184K | Sell |
2,581
-142
| -5% | -$10.1K | 0.01% | 588 |
|
|
2024
Q2 | $177K | Buy |
2,723
+876
| +47% | +$57.1K | 0.01% | 599 |
|
|
2024
Q1 | $125K | Sell |
1,847
-75
| -4% | -$5.09K | 0.01% | 629 |
|
|
2023
Q4 | $143K | Buy |
1,922
+150
| +8% | +$11.2K | 0.01% | 518 |
|
|
2023
Q3 | $113K | Buy |
1,772
+32
| +2% | +$2.04K | 0.01% | 533 |
|
|
2023
Q2 | $111K | Buy |
1,740
+165
| +10% | +$10.5K | 0.01% | 543 |
|
|
2023
Q1 | $108K | Buy |
1,575
+15
| +1% | +$1.03K | 0.01% | 522 |
|
|
2022
Q4 | $111K | Buy |
1,560
+552
| +55% | +$39.3K | 0.02% | 478 |
|
|
2022
Q3 | $56K | Sell |
1,008
-729
| -42% | -$40.5K | 0.01% | 607 |
|
|
2022
Q2 | $106K | Buy |
1,737
+1,477
| +568% | +$90.1K | 0.03% | 361 |
|
|
2022
Q1 | $21K | Hold |
260
| – | – | 0.01% | 683 |
|
|
2021
Q4 | $17K | Buy |
+260
| New | +$17K | ﹤0.01% | 756 |
|