Klingman & Associates’s Rio Tinto RIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-3,788
| Closed | -$250K | – | 271 |
|
|
2024
Q2 | $250K | Buy |
3,788
+64
| +2% | +$4.22K | 0.02% | 212 |
|
|
2024
Q1 | $237K | Hold |
3,724
| – | – | 0.02% | 218 |
|
|
2023
Q4 | $277K | Hold |
3,724
| – | – | 0.02% | 191 |
|
|
2023
Q3 | $237K | Hold |
3,724
| – | – | 0.02% | 204 |
|
|
2023
Q2 | $238K | Hold |
3,724
| – | – | 0.02% | 193 |
|
|
2023
Q1 | $255K | Hold |
3,724
| – | – | 0.02% | 168 |
|
|
2022
Q4 | $265K | Buy |
3,724
+7
| +0.2% | +$498 | 0.02% | 172 |
|
|
2022
Q3 | $205K | Buy |
+3,717
| New | +$205K | 0.02% | 181 |
|
|
2015
Q3 | – | Sell |
-167
| Closed | -$7K | – | 441 |
|
|
2015
Q2 | $7K | Buy |
+167
| New | +$7K | ﹤0.01% | 330 |
|