Pinnacle Wealth Planning Services’s Rio Tinto RIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-6,836
| Closed | -$487K | – | 528 |
|
|
2024
Q3 | $487K | Buy |
6,836
+38
| +0.6% | +$2.7K | 0.07% | 197 |
|
|
2024
Q2 | $448K | Sell |
6,798
-102
| -1% | -$6.73K | 0.06% | 202 |
|
|
2024
Q1 | $440K | Sell |
6,900
-826
| -11% | -$52.6K | 0.06% | 212 |
|
|
2023
Q4 | $575K | Sell |
7,726
-1,948
| -20% | -$145K | 0.09% | 153 |
|
|
2023
Q3 | $616K | Buy |
9,674
+172
| +2% | +$10.9K | 0.1% | 130 |
|
|
2023
Q2 | $607K | Buy |
9,502
+970
| +11% | +$61.9K | 0.1% | 138 |
|
|
2023
Q1 | $585K | Sell |
8,532
-31
| -0.4% | -$2.13K | 0.1% | 151 |
|
|
2022
Q4 | $610K | Buy |
8,563
+693
| +9% | +$49.3K | 0.11% | 131 |
|
|
2022
Q3 | $433K | Buy |
7,870
+3,882
| +97% | +$214K | 0.08% | 162 |
|
|
2022
Q2 | $243K | Sell |
3,988
-623
| -14% | -$38K | 0.04% | 292 |
|
|
2022
Q1 | $371K | Buy |
4,611
+536
| +13% | +$43.1K | 0.07% | 224 |
|
|
2021
Q4 | $273K | Buy |
4,075
+617
| +18% | +$41.3K | 0.05% | 277 |
|
|
2021
Q3 | $231K | Sell |
3,458
-41
| -1% | -$2.74K | 0.05% | 295 |
|
|
2021
Q2 | $294K | Buy |
3,499
+21
| +0.6% | +$1.77K | 0.07% | 229 |
|
|
2021
Q1 | $270K | Buy |
3,478
+30
| +0.9% | +$2.33K | 0.07% | 232 |
|
|
2020
Q4 | $259K | Hold |
3,448
| – | – | 0.06% | 227 |
|
|
2020
Q3 | $208K | Buy |
+3,448
| New | +$208K | 0.07% | 226 |
|