Mount Yale Investment Advisors’s Rio Tinto RIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $638K | Buy |
10,936
+278
| +3% | +$16.2K | 0.05% | 293 |
|
|
2025
Q1 | $640K | Buy |
10,658
+467
| +5% | +$28.1K | 0.05% | 276 |
|
|
2024
Q4 | $599K | Buy |
10,191
+200
| +2% | +$11.8K | 0.05% | 310 |
|
|
2024
Q3 | $711K | Sell |
9,991
-60
| -0.6% | -$4.27K | 0.07% | 267 |
|
|
2024
Q2 | $663K | Buy |
10,051
+2,536
| +34% | +$167K | 0.05% | 288 |
|
|
2024
Q1 | $479K | Buy |
+7,515
| New | +$479K | 0.04% | 356 |
|
|
2021
Q3 | – | Sell |
-12,296
| Closed | -$1.03M | – | 483 |
|
|
2021
Q2 | $1.03M | Buy |
12,296
+84
| +0.7% | +$7.04K | 0.12% | 171 |
|
|
2021
Q1 | $948K | Sell |
12,212
-1,720
| -12% | -$134K | 0.12% | 175 |
|
|
2020
Q4 | $1.05M | Buy |
13,932
+2,578
| +23% | +$194K | 0.15% | 161 |
|
|
2020
Q3 | $686K | Buy |
+11,354
| New | +$686K | 0.1% | 199 |
|
|
2019
Q3 | – | Sell |
-11,940
| Closed | -$616K | – | 322 |
|
|
2019
Q2 | $616K | Buy |
+11,940
| New | +$616K | 0.11% | 150 |
|
|
2018
Q4 | – | Sell |
-1,849
| Closed | -$97K | – | 674 |
|
|
2018
Q3 | $97K | Sell |
1,849
-11,440
| -86% | -$600K | 0.02% | 453 |
|
|
2018
Q2 | $737K | Buy |
13,289
+12,924
| +3,541% | +$717K | 0.14% | 134 |
|
|
2018
Q1 | $19K | Buy |
+365
| New | +$19K | ﹤0.01% | 780 |
|