ProVise Management Group’s Rio Tinto RIO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q3
Sell
-6,400
Closed -$271K 337
2017
Q2
$271K Sell
6,400
-7,800
-55% -$330K 0.04% 277
2017
Q1
$578K Buy
14,200
+300
+2% +$12.2K 0.09% 196
2016
Q4
$535K Buy
+13,900
New +$535K 0.09% 203