MCIA
Mountain Capital Investment Advisors’s Rio Tinto RIO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-10,808
| Closed | -$787K | – | 70 |
|
2023
Q4 | $787K | Sell |
10,808
-662
| -6% | -$48.2K | 0.27% | 34 |
|
2023
Q3 | $751K | Sell |
11,470
-10,005
| -47% | -$655K | 0.28% | 31 |
|
2023
Q2 | $1.44M | Sell |
21,475
-5,712
| -21% | -$383K | 0.54% | 34 |
|
2023
Q1 | $1.9M | Sell |
27,187
-2,060
| -7% | -$144K | 0.84% | 38 |
|
2022
Q4 | $2.21M | Buy |
29,247
+6,864
| +31% | +$519K | 1.01% | 32 |
|
2022
Q3 | $1.2M | Buy |
22,383
+4,662
| +26% | +$251K | 0.63% | 59 |
|
2022
Q2 | $1.05M | Sell |
17,721
-304
| -2% | -$18.1K | 0.53% | 55 |
|
2022
Q1 | $1.44M | Buy |
18,025
+1,134
| +7% | +$90.4K | 0.68% | 52 |
|
2021
Q4 | $1.26M | Buy |
16,891
+8,363
| +98% | +$622K | 0.57% | 60 |
|
2021
Q3 | $584K | Buy |
8,528
+1,483
| +21% | +$102K | 0.31% | 99 |
|
2021
Q2 | $581K | Buy |
+7,045
| New | +$581K | 0.27% | 99 |
|
2017
Q4 | – | Sell |
-500
| Closed | -$24K | – | 342 |
|
2017
Q3 | $24K | Hold |
500
| – | – | 0.02% | 169 |
|
2017
Q2 | $21K | Buy |
+500
| New | +$21K | 0.02% | 202 |
|