Exencial Wealth Advisors’s Rio Tinto RIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-7,570
| Closed | -$507K | – | 475 |
|
|
2021
Q4 | $507K | Buy |
7,570
+1,659
| +28% | +$111K | 0.02% | 306 |
|
|
2021
Q3 | $395K | Buy |
5,911
+802
| +16% | +$53.6K | 0.02% | 262 |
|
|
2021
Q2 | $429K | Buy |
5,109
+2,060
| +68% | +$173K | 0.02% | 334 |
|
|
2021
Q1 | $237K | Buy |
+3,049
| New | +$237K | 0.01% | 389 |
|