KCS Wealth Advisory’s Rio Tinto RIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.22M | Sell |
19,189
-1,052
| -5% | -$66.9K | 0.52% | 53 |
|
|
2023
Q2 | $1.29M | Buy |
20,241
+611
| +3% | +$39K | 0.45% | 59 |
|
|
2023
Q1 | $1.35M | Buy |
19,630
+646
| +3% | +$44.3K | 0.51% | 56 |
|
|
2022
Q4 | $1.35M | Buy |
18,984
+904
| +5% | +$64.4K | 0.56% | 56 |
|
|
2022
Q3 | $995K | Buy |
18,080
+5,276
| +41% | +$290K | 0.46% | 69 |
|
|
2022
Q2 | $781K | Buy |
12,804
+6,553
| +105% | +$400K | 0.35% | 85 |
|
|
2022
Q1 | $503K | Buy |
6,251
+31
| +0.5% | +$2.49K | 0.23% | 101 |
|
|
2021
Q4 | $416K | Buy |
6,220
+48
| +0.8% | +$3.21K | 0.17% | 119 |
|
|
2021
Q3 | $412K | Buy |
6,172
+108
| +2% | +$7.21K | 0.19% | 102 |
|
|
2021
Q2 | $509K | Sell |
6,064
-28
| -0.5% | -$2.35K | 0.24% | 97 |
|
|
2021
Q1 | $473K | Buy |
6,092
+242
| +4% | +$18.8K | 0.24% | 106 |
|
|
2020
Q4 | $440K | Buy |
5,850
+384
| +7% | +$28.9K | 0.29% | 103 |
|
|
2020
Q3 | $330K | Sell |
5,466
-760
| -12% | -$45.9K | 0.26% | 109 |
|
|
2020
Q2 | $350K | Sell |
6,226
-404
| -6% | -$22.7K | 0.29% | 107 |
|
|
2020
Q1 | $302K | Sell |
6,630
-1,425
| -18% | -$64.9K | 0.31% | 106 |
|
|
2019
Q4 | $478K | Buy |
8,055
+660
| +9% | +$39.2K | 0.36% | 103 |
|
|
2019
Q3 | $385K | Sell |
7,395
-125
| -2% | -$6.51K | 0.27% | 116 |
|
|
2019
Q2 | $469K | Hold |
7,520
| – | – | 0.37% | 106 |
|
|
2019
Q1 | $443K | Sell |
7,520
-70
| -0.9% | -$4.12K | 0.39% | 102 |
|
|
2018
Q4 | $368K | Sell |
7,590
-96
| -1% | -$4.66K | 0.39% | 104 |
|
|
2018
Q3 | $392K | Sell |
7,686
-1,367
| -15% | -$69.7K | 0.36% | 108 |
|
|
2018
Q2 | $502K | Sell |
9,053
-277
| -3% | -$15.4K | 0.47% | 97 |
|
|
2018
Q1 | $481K | Sell |
9,330
-1,473
| -14% | -$75.9K | 0.44% | 93 |
|
|
2017
Q4 | $572K | Buy |
+10,803
| New | +$572K | 0.55% | 72 |
|