HHGA
Halbert Hargrove Global Advisors’s Rio Tinto RIO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-6
| Closed | -$345 | – | 581 |
|
2025
Q1 | $345 | Buy |
+6
| New | +$345 | ﹤0.01% | 529 |
|
2015
Q3 | – | Sell |
-8,540
| Closed | -$352K | – | 153 |
|
2015
Q2 | $352K | Sell |
8,540
-620
| -7% | -$25.6K | 0.09% | 117 |
|
2015
Q1 | $379K | Buy |
9,160
+4,197
| +85% | +$174K | 0.12% | 123 |
|
2014
Q4 | $229K | Buy |
4,963
+629
| +15% | +$29K | 0.11% | 118 |
|
2014
Q3 | $213K | Buy |
+4,334
| New | +$213K | 0.06% | 135 |
|