HBK Sorce Advisory’s Rio Tinto RIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-3,686
| Closed | -$262K | – | 778 |
|
|
2022
Q4 | $262K | Buy |
+3,686
| New | +$262K | 0.01% | 589 |
|
|
2014
Q3 | – | Sell |
-4,046
| Closed | -$220K | – | 196 |
|
|
2014
Q2 | $220K | Sell |
4,046
-181
| -4% | -$9.84K | 0.08% | 177 |
|
|
2014
Q1 | $236K | Buy |
4,227
+203
| +5% | +$11.3K | 0.09% | 158 |
|
|
2013
Q4 | $227K | Buy |
+4,024
| New | +$227K | 0.08% | 160 |
|