Glassman Wealth Services’s Rio Tinto RIO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-2,510
| Closed | -$187K | – | 1462 |
|
2023
Q4 | $187K | Buy |
2,510
+21
| +0.8% | +$1.56K | 0.03% | 199 |
|
2023
Q3 | $158K | Buy |
2,489
+1,825
| +275% | +$116K | 0.03% | 205 |
|
2023
Q2 | $42.4K | Buy |
664
+54
| +9% | +$3.45K | 0.01% | 443 |
|
2023
Q1 | $41.8K | Sell |
610
-1,713
| -74% | -$118K | 0.01% | 446 |
|
2022
Q4 | $165K | Buy |
2,323
+175
| +8% | +$12.5K | 0.03% | 203 |
|
2022
Q3 | $118K | Buy |
2,148
+1,514
| +239% | +$83.2K | 0.03% | 224 |
|
2022
Q2 | $39K | Buy |
634
+22
| +4% | +$1.35K | 0.01% | 450 |
|
2022
Q1 | $49K | Buy |
612
+126
| +26% | +$10.1K | 0.01% | 404 |
|
2021
Q4 | $33K | Buy |
486
+96
| +25% | +$6.52K | 0.01% | 473 |
|
2021
Q3 | $26K | Sell |
390
-51
| -12% | -$3.4K | 0.01% | 518 |
|
2021
Q2 | $37K | Buy |
441
+24
| +6% | +$2.01K | 0.01% | 414 |
|
2021
Q1 | $32K | Sell |
417
-2
| -0.5% | -$153 | 0.01% | 419 |
|
2020
Q4 | $32K | Buy |
419
+160
| +62% | +$12.2K | 0.01% | 416 |
|
2020
Q3 | $16K | Buy |
259
+122
| +89% | +$7.54K | ﹤0.01% | 496 |
|
2020
Q2 | $8K | Buy |
+137
| New | +$8K | ﹤0.01% | 540 |
|
2020
Q1 | – | Sell |
-12
| Closed | -$1K | – | 1487 |
|
2019
Q4 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 1014 |
|
2019
Q1 | – | Sell |
-38
| Closed | -$2K | – | 1184 |
|
2018
Q4 | $2K | Hold |
38
| – | – | ﹤0.01% | 570 |
|
2018
Q3 | $2K | Buy |
+38
| New | +$2K | ﹤0.01% | 613 |
|