GenTrust’s Rio Tinto RIO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-7,440
| Closed | -$473K | – | 142 |
|
2023
Q3 | $473K | Hold |
7,440
| – | – | 0.03% | 102 |
|
2023
Q2 | $475K | Hold |
7,440
| – | – | 0.03% | 103 |
|
2023
Q1 | $527K | Hold |
7,440
| – | – | 0.04% | 97 |
|
2022
Q4 | $530K | Hold |
7,440
| – | – | 0.05% | 88 |
|
2022
Q3 | $410K | Hold |
7,440
| – | – | 0.04% | 95 |
|
2022
Q2 | $454K | Hold |
7,440
| – | – | 0.04% | 98 |
|
2022
Q1 | $634K | Hold |
7,440
| – | – | 0.05% | 93 |
|
2021
Q4 | $552K | Sell |
7,440
-18,000
| -71% | -$1.34M | 0.04% | 98 |
|
2021
Q3 | $1.7M | Hold |
25,440
| – | – | 0.14% | 59 |
|
2021
Q2 | $2.13M | Hold |
25,440
| – | – | 0.18% | 54 |
|
2021
Q1 | $2M | Buy |
+25,440
| New | +$2M | 0.19% | 51 |
|