JWM
Janiczek Wealth Management’s Rio Tinto RIO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $320K | Sell |
4,856
-74
| -2% | -$4.88K | 0.07% | 122 |
|
|
2024
Q1 | $317K | Sell |
4,930
-324
| -6% | -$20.8K | 0.07% | 127 |
|
|
2023
Q4 | $391K | Buy |
5,254
+1,119
| +27% | +$83.3K | 0.09% | 86 |
|
|
2023
Q3 | $263K | Sell |
4,135
-447
| -10% | -$28.4K | 0.07% | 116 |
|
|
2023
Q2 | $293K | Buy |
4,582
+647
| +16% | +$41.3K | 0.08% | 91 |
|
|
2023
Q1 | $272K | Sell |
3,935
-3
| -0.1% | -$208 | 0.08% | 94 |
|
|
2022
Q4 | $306K | Buy |
3,938
+820
| +26% | +$63.7K | 0.09% | 80 |
|
|
2022
Q3 | $179K | Sell |
3,118
-1,200
| -28% | -$68.9K | 0.06% | 117 |
|
|
2022
Q2 | $264K | Buy |
4,318
+450
| +12% | +$27.5K | 0.08% | 80 |
|
|
2022
Q1 | $311K | Buy |
3,868
+772
| +25% | +$62.1K | 0.09% | 72 |
|
|
2021
Q4 | $207K | Buy |
3,096
+1,819
| +142% | +$122K | 0.06% | 100 |
|
|
2021
Q3 | $85K | Buy |
1,277
+35
| +3% | +$2.33K | 0.03% | 194 |
|
|
2021
Q2 | $104K | Buy |
1,242
+224
| +22% | +$18.8K | 0.04% | 152 |
|
|
2021
Q1 | $79K | Buy |
1,018
+250
| +33% | +$19.4K | 0.03% | 173 |
|
|
2020
Q4 | $58K | Buy |
768
+573
| +294% | +$43.3K | 0.03% | 175 |
|
|
2020
Q3 | $12K | Buy |
+195
| New | +$12K | 0.01% | 216 |
|