Guardian Capital Advisors’s Rio Tinto RIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-4,200
| Closed | -$216K | – | 189 |
|
|
2014
Q4 | $216K | Sell |
4,200
-12,550
| -75% | -$645K | 0.04% | 164 |
|
|
2014
Q3 | $883K | Buy |
16,750
+5,600
| +50% | +$295K | 0.15% | 106 |
|
|
2014
Q2 | $621K | Hold |
11,150
| – | – | 0.11% | 120 |
|
|
2014
Q1 | $609K | Buy |
11,150
+1,175
| +12% | +$64.2K | 0.12% | 117 |
|
|
2013
Q4 | $543K | Sell |
9,975
-200
| -2% | -$10.9K | 0.11% | 124 |
|
|
2013
Q3 | $502K | Sell |
10,175
-825
| -8% | -$40.7K | 0.11% | 128 |
|
|
2013
Q2 | $443K | Buy |
+11,000
| New | +$443K | 0.12% | 112 |
|