HM Payson & Co’s Rio Tinto RIO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-34
| Closed | -$2.17K | – | 1040 |
|
2023
Q2 | $2.17K | Sell |
34
-533
| -94% | -$34K | ﹤0.01% | 914 |
|
2023
Q1 | $38.9K | Hold |
567
| – | – | ﹤0.01% | 617 |
|
2022
Q4 | $40.4K | Buy |
567
+34
| +6% | +$2.42K | ﹤0.01% | 584 |
|
2022
Q3 | $29K | Hold |
533
| – | – | ﹤0.01% | 646 |
|
2022
Q2 | $33K | Hold |
533
| – | – | ﹤0.01% | 642 |
|
2022
Q1 | $43K | Hold |
533
| – | – | ﹤0.01% | 619 |
|
2021
Q4 | $36K | Sell |
533
-9
| -2% | -$608 | ﹤0.01% | 669 |
|
2021
Q3 | $36K | Hold |
542
| – | – | ﹤0.01% | 650 |
|
2021
Q2 | $45K | Buy |
542
+9
| +2% | +$747 | ﹤0.01% | 605 |
|
2021
Q1 | $41K | Hold |
533
| – | – | ﹤0.01% | 634 |
|
2020
Q4 | $40K | Buy |
533
+501
| +1,566% | +$37.6K | ﹤0.01% | 642 |
|
2020
Q3 | $2K | Buy |
+32
| New | +$2K | ﹤0.01% | 953 |
|