MFA
Mayflower Financial Advisors’s Rio Tinto RIO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-6,289
| Closed | -$448K | – | 392 |
|
|
2024
Q3 | $448K | Sell |
6,289
-7,130
| -53% | -$507K | 0.07% | 238 |
|
|
2024
Q2 | $885K | Sell |
13,419
-210
| -2% | -$13.8K | 0.15% | 143 |
|
|
2024
Q1 | $869K | Sell |
13,629
-1,040
| -7% | -$66.3K | 0.15% | 147 |
|
|
2023
Q4 | $1.09M | Sell |
14,669
-195
| -1% | -$14.5K | 0.15% | 126 |
|
|
2023
Q3 | $946K | Sell |
14,864
-1,294
| -8% | -$82.3K | 0.14% | 129 |
|
|
2023
Q2 | $1.03M | Sell |
16,158
-696
| -4% | -$44.4K | 0.13% | 130 |
|
|
2023
Q1 | $1.16M | Buy |
16,854
+1,021
| +6% | +$70K | 0.15% | 117 |
|
|
2022
Q4 | $1.13M | Buy |
15,833
+1,542
| +11% | +$110K | 0.16% | 114 |
|
|
2022
Q3 | $787K | Buy |
14,291
+2,187
| +18% | +$120K | 0.13% | 127 |
|
|
2022
Q2 | $738K | Buy |
12,104
+531
| +5% | +$32.4K | 0.11% | 137 |
|
|
2022
Q1 | $930K | Buy |
11,573
+2,567
| +29% | +$206K | 0.13% | 120 |
|
|
2021
Q4 | $603K | Buy |
9,006
+229
| +3% | +$15.3K | 0.08% | 175 |
|
|
2021
Q3 | $622K | Buy |
8,777
+38
| +0.4% | +$2.69K | 0.08% | 161 |
|
|
2021
Q2 | $733K | Buy |
8,739
+4,094
| +88% | +$343K | 0.1% | 135 |
|
|
2021
Q1 | $361K | Buy |
4,645
+1,340
| +41% | +$104K | 0.05% | 202 |
|
|
2020
Q4 | $249K | Buy |
+3,305
| New | +$249K | 0.04% | 229 |
|