IFWM
Institute for Wealth Management’s Rio Tinto RIO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-3,024
| Closed | -$254K | – | 494 |
|
|
2021
Q2 | $254K | Sell |
3,024
-1,108
| -27% | -$93.1K | 0.04% | 414 |
|
|
2021
Q1 | $321K | Sell |
4,132
-1,559
| -27% | -$121K | 0.06% | 346 |
|
|
2020
Q4 | $428K | Sell |
5,691
-829
| -13% | -$62.3K | 0.09% | 278 |
|
|
2020
Q3 | $394K | Sell |
6,520
-1,259
| -16% | -$76.1K | 0.09% | 263 |
|
|
2020
Q2 | $437K | Sell |
7,779
-455
| -6% | -$25.6K | 0.11% | 261 |
|
|
2020
Q1 | $375K | Sell |
8,234
-1,807
| -18% | -$82.3K | 0.12% | 235 |
|
|
2019
Q4 | $596K | Sell |
10,041
-650
| -6% | -$38.6K | 0.13% | 219 |
|
|
2019
Q3 | $557K | Sell |
10,691
-2,324
| -18% | -$121K | 0.14% | 216 |
|
|
2019
Q2 | $811K | Buy |
13,015
+6,312
| +94% | +$393K | 0.18% | 170 |
|
|
2019
Q1 | $396K | Buy |
+6,703
| New | +$396K | 0.09% | 284 |
|
|
2018
Q4 | – | Sell |
-10,440
| Closed | -$538K | – | 325 |
|
|
2018
Q3 | $538K | Sell |
10,440
-8,512
| -45% | -$439K | 0.18% | 156 |
|
|
2018
Q2 | $1.05M | Buy |
+18,952
| New | +$1.05M | 0.33% | 104 |
|