Foster Victor 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,755
| Closed | -$249K | – | 200 |
|
|
2024
Q3 | $249K | Buy |
3,755
+237
| +7% | +$15.7K | 0.02% | 174 |
|
|
2024
Q2 | $233K | Buy |
3,518
+219
| +7% | +$14.5K | 0.02% | 176 |
|
|
2024
Q1 | $219K | Hold |
3,299
| – | – | 0.02% | 163 |
|
|
2023
Q4 | $240K | Hold |
3,299
| – | – | 0.02% | 148 |
|
|
2023
Q3 | $205K | Buy |
+3,299
| New | +$205K | 0.02% | 152 |
|
|
2023
Q1 | – | Sell |
-2,710
| Closed | -$201K | – | 171 |
|
|
2022
Q4 | $201K | Buy |
+2,710
| New | +$201K | 0.03% | 152 |
|