J.P. Morgan Private Wealth Advisors’s Rio Tinto RIO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $2.8M | Buy |
+43,943
| New | +$2.8M | 0.01% | 639 |
|
|
2023
Q2 | – | Sell |
-65,333
| Closed | -$4.48M | – | 1831 |
|
|
2023
Q1 | $4.48M | Sell |
65,333
-124,679
| -66% | -$8.55M | 0.01% | 617 |
|
|
2022
Q4 | $13.5M | Sell |
190,012
-2,587
| -1% | -$184K | 0.03% | 367 |
|
|
2022
Q3 | $10.6M | Buy |
192,599
+7,742
| +4% | +$426K | 0.03% | 387 |
|
|
2022
Q2 | $11.3M | Buy |
184,857
+18,362
| +11% | +$1.12M | 0.03% | 375 |
|
|
2022
Q1 | $13.4M | Sell |
166,495
-16,679
| -9% | -$1.34M | 0.03% | 384 |
|
|
2021
Q4 | $12.3M | Buy |
183,174
+7,100
| +4% | +$475K | 0.03% | 401 |
|
|
2021
Q3 | $11.8M | Sell |
176,074
-19,811
| -10% | -$1.32M | 0.03% | 397 |
|
|
2021
Q2 | $16.4M | Buy |
195,885
+20,092
| +11% | +$1.69M | 0.04% | 344 |
|
|
2021
Q1 | $13.7M | Buy |
175,793
+23,153
| +15% | +$1.8M | 0.04% | 334 |
|
|
2020
Q4 | $11.5M | Sell |
152,640
-10,282
| -6% | -$773K | 0.04% | 344 |
|
|
2020
Q3 | $9.84M | Buy |
162,922
+20,874
| +15% | +$1.26M | 0.04% | 329 |
|
|
2020
Q2 | $7.98M | Sell |
142,048
-9,734
| -6% | -$547K | 0.04% | 315 |
|
|
2020
Q1 | $6.92M | Buy |
151,782
+54,223
| +56% | +$2.47M | 0.04% | 308 |
|
|
2019
Q4 | $5.79M | Buy |
97,559
+84,496
| +647% | +$5.02M | 0.03% | 396 |
|
|
2019
Q3 | $680K | Buy |
13,063
+1,028
| +9% | +$53.5K | ﹤0.01% | 896 |
|
|
2019
Q2 | $750K | Buy |
12,035
+5,041
| +72% | +$314K | ﹤0.01% | 849 |
|
|
2019
Q1 | $412K | Sell |
6,994
-6,209
| -47% | -$366K | ﹤0.01% | 1094 |
|
|
2018
Q4 | $640K | Sell |
13,203
-801
| -6% | -$38.8K | ﹤0.01% | 880 |
|
|
2018
Q3 | $715K | Buy |
14,004
+4,029
| +40% | +$206K | ﹤0.01% | 940 |
|
|
2018
Q2 | $553K | Buy |
9,975
+884
| +10% | +$49K | ﹤0.01% | 974 |
|
|
2018
Q1 | $468K | Buy |
9,091
+3,577
| +65% | +$184K | ﹤0.01% | 888 |
|
|
2017
Q4 | $292K | Sell |
5,514
-532
| -9% | -$28.2K | ﹤0.01% | 1066 |
|
|
2017
Q3 | $285K | Buy |
+6,046
| New | +$285K | ﹤0.01% | 1035 |
|
|
2017
Q2 | – | Sell |
-6,747
| Closed | -$274K | – | 1337 |
|
|
2017
Q1 | $274K | Sell |
6,747
-697
| -9% | -$28.3K | ﹤0.01% | 1103 |
|
|
2016
Q4 | $286K | Buy |
+7,444
| New | +$286K | ﹤0.01% | 1014 |
|
|
2016
Q1 | – | Sell |
-34,048
| Closed | -$991K | – | 1288 |
|
|
2015
Q4 | $991K | Buy |
34,048
+28,026
| +465% | +$816K | 0.01% | 528 |
|
|
2015
Q3 | $204K | Sell |
6,022
-8,954
| -60% | -$303K | ﹤0.01% | 933 |
|
|
2015
Q2 | $617K | Buy |
14,976
+1,307
| +10% | +$53.8K | 0.01% | 614 |
|
|
2015
Q1 | $566K | Sell |
13,669
-884
| -6% | -$36.6K | 0.01% | 687 |
|
|
2014
Q4 | $670K | Sell |
14,553
-1,755
| -11% | -$80.8K | 0.01% | 626 |
|
|
2014
Q3 | $802K | Buy |
16,308
+9,577
| +142% | +$471K | 0.01% | 570 |
|
|
2014
Q2 | $365K | Sell |
6,731
-764
| -10% | -$41.4K | 0.01% | 658 |
|
|
2014
Q1 | $418K | Buy |
7,495
+1,531
| +26% | +$85.4K | 0.01% | 625 |
|
|
2013
Q4 | $337K | Buy |
5,964
+890
| +18% | +$50.3K | 0.01% | 519 |
|
|
2013
Q3 | $247K | Buy |
+5,074
| New | +$247K | 0.01% | 551 |
|