JWS
Juncture Wealth Strategies’s Rio Tinto RIO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-4,400
| Closed | -$290K | – | 127 |
|
|
2024
Q2 | $290K | Sell |
4,400
-2,100
| -32% | -$138K | 0.12% | 87 |
|
|
2024
Q1 | $414K | Sell |
6,500
-2,332
| -26% | -$149K | 0.18% | 72 |
|
|
2023
Q4 | $658K | Sell |
8,832
-1,000
| -10% | -$74.5K | 0.3% | 61 |
|
|
2023
Q3 | $626K | Sell |
9,832
-566
| -5% | -$36K | 0.31% | 70 |
|
|
2023
Q2 | $664K | Buy |
10,398
+1,198
| +13% | +$76.5K | 0.31% | 67 |
|
|
2023
Q1 | $631K | Buy |
9,200
+959
| +12% | +$65.8K | 0.31% | 63 |
|
|
2022
Q4 | $587K | Sell |
8,241
-300
| -4% | -$21.4K | 0.28% | 62 |
|
|
2022
Q3 | $470K | Buy |
8,541
+1,341
| +19% | +$73.8K | 0.23% | 72 |
|
|
2022
Q2 | $439K | Buy |
7,200
+500
| +7% | +$30.5K | 0.22% | 74 |
|
|
2022
Q1 | $539K | Buy |
6,700
+300
| +5% | +$24.1K | 0.26% | 77 |
|
|
2021
Q4 | $428K | Buy |
6,400
+2,100
| +49% | +$140K | 0.2% | 92 |
|
|
2021
Q3 | $287K | Buy |
4,300
+1,259
| +41% | +$84K | 0.15% | 99 |
|
|
2021
Q2 | $264K | Buy |
3,041
+341
| +13% | +$29.6K | 0.15% | 95 |
|
|
2021
Q1 | $210K | Sell |
2,700
-4,700
| -64% | -$366K | 0.13% | 97 |
|
|
2020
Q4 | $557K | Buy |
7,400
+800
| +12% | +$60.2K | 0.35% | 64 |
|
|
2020
Q3 | $399K | Sell |
6,600
-1,800
| -21% | -$109K | 0.28% | 81 |
|
|
2020
Q2 | $472K | Buy |
8,400
+2,000
| +31% | +$112K | 0.36% | 64 |
|
|
2020
Q1 | $292K | Buy |
6,400
+1,600
| +33% | +$73K | 0.27% | 75 |
|
|
2019
Q4 | $285K | Sell |
4,800
-200
| -4% | -$11.9K | 0.22% | 87 |
|
|
2019
Q3 | $260K | Buy |
5,000
+700
| +16% | +$36.4K | 0.23% | 91 |
|
|
2019
Q2 | $268K | Buy |
4,300
+500
| +13% | +$31.2K | 0.22% | 100 |
|
|
2019
Q1 | $224K | Buy |
+3,800
| New | +$224K | 0.17% | 107 |
|