Fulcrum Equity Management’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 |
-4,386
| Closed | -$312K | – | 148 |
|
|
2024
Q3 | $312K | Sell |
4,386
-542
| -11% | -$38.6K | 0.26% | 110 |
|
|
2024
Q2 | $325K | Sell |
4,928
-401
| -8% | -$26.4K | 0.29% | 101 |
|
|
2024
Q1 | $340K | Buy |
5,329
+1,015
| +24% | +$64.7K | 0.4% | 79 |
|
|
2023
Q4 | $321K | Sell |
4,314
-106
| -2% | -$7.89K | 0.4% | 71 |
|
|
2023
Q3 | $281K | Sell |
4,420
-8
| -0.2% | -$509 | 0.33% | 74 |
|
|
2023
Q2 | $283K | Buy |
4,428
+1,042
| +31% | +$66.5K | 0.33% | 77 |
|
|
2023
Q1 | $232K | Buy |
+3,386
| New | +$232K | 0.22% | 84 |
|