Intercontinental Wealth Advisors’s Rio Tinto RIO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | $599K | Buy |
9,389
+348
| +4% | +$22.2K | 0.14% | 162 |
|
2023
Q1 | $620K | Buy |
+9,041
| New | +$620K | 0.16% | 149 |
|
2022
Q2 | – | Sell |
-3,540
| Closed | -$285K | – | 289 |
|
2022
Q1 | $285K | Hold |
3,540
| – | – | 0.06% | 251 |
|
2021
Q4 | $237K | Buy |
+3,540
| New | +$237K | 0.05% | 269 |
|
2020
Q1 | – | Sell |
-3,638
| Closed | -$203K | – | 276 |
|
2019
Q4 | $203K | Sell |
3,638
-1,826
| -33% | -$102K | 0.17% | 105 |
|
2019
Q3 | $285K | Buy |
+5,464
| New | +$285K | 0.18% | 108 |
|