Reilly Financial Advisors’s Rio Tinto RIO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | $54K | Buy |
800
+200
| +33% | +$13.5K | ﹤0.01% | 390 |
|
2021
Q3 | $40K | Hold |
600
| – | – | ﹤0.01% | 415 |
|
2021
Q2 | $50K | Hold |
600
| – | – | ﹤0.01% | 375 |
|
2021
Q1 | $47K | Hold |
600
| – | – | ﹤0.01% | 376 |
|
2020
Q4 | $45K | Hold |
600
| – | – | ﹤0.01% | 355 |
|
2020
Q3 | $36K | Sell |
600
-122
| -17% | -$7.32K | ﹤0.01% | 349 |
|
2020
Q2 | $41K | Hold |
722
| – | – | ﹤0.01% | 335 |
|
2020
Q1 | $33K | Buy |
722
+100
| +16% | +$4.57K | ﹤0.01% | 355 |
|
2019
Q4 | $37K | Hold |
622
| – | – | ﹤0.01% | 384 |
|
2019
Q3 | $32K | Hold |
622
| – | – | ﹤0.01% | 421 |
|
2019
Q2 | $39K | Sell |
622
-343
| -36% | -$21.5K | ﹤0.01% | 395 |
|
2019
Q1 | $57K | Sell |
965
-400
| -29% | -$23.6K | 0.01% | 332 |
|
2018
Q4 | $66K | Buy |
1,365
+500
| +58% | +$24.2K | 0.01% | 279 |
|
2018
Q3 | $44K | Hold |
865
| – | – | 0.01% | 387 |
|
2018
Q2 | $48K | Sell |
865
-500
| -37% | -$27.7K | 0.01% | 325 |
|
2018
Q1 | $70K | Buy |
1,365
+343
| +34% | +$17.6K | 0.01% | 261 |
|
2017
Q4 | $54K | Hold |
1,022
| – | – | 0.01% | 321 |
|
2017
Q3 | $48K | Hold |
1,022
| – | – | 0.01% | 320 |
|
2017
Q2 | $43K | Buy |
1,022
+500
| +96% | +$21K | 0.01% | 333 |
|
2017
Q1 | $21K | Hold |
522
| – | – | ﹤0.01% | 470 |
|
2016
Q4 | $20K | Hold |
522
| – | – | ﹤0.01% | 449 |
|
2016
Q3 | $17K | Hold |
522
| – | – | ﹤0.01% | 435 |
|
2016
Q2 | $16K | Hold |
522
| – | – | ﹤0.01% | 420 |
|
2016
Q1 | $15K | Buy |
522
+200
| +62% | +$5.75K | ﹤0.01% | 500 |
|
2015
Q4 | $9K | Hold |
322
| – | – | ﹤0.01% | 613 |
|
2015
Q3 | $11K | Hold |
322
| – | – | ﹤0.01% | 761 |
|
2015
Q2 | $13K | Buy |
+322
| New | +$13K | ﹤0.01% | 793 |
|
2015
Q1 | – | Sell |
-122
| Closed | -$6K | – | 1365 |
|
2014
Q4 | $6K | Hold |
122
| – | – | ﹤0.01% | 599 |
|
2014
Q3 | $6K | Hold |
122
| – | – | ﹤0.01% | 613 |
|
2014
Q2 | $7K | Hold |
122
| – | – | ﹤0.01% | 620 |
|
2014
Q1 | $7K | Hold |
122
| – | – | ﹤0.01% | 626 |
|
2013
Q4 | $7K | Hold |
122
| – | – | ﹤0.01% | 603 |
|
2013
Q3 | $6K | Hold |
122
| – | – | ﹤0.01% | 569 |
|
2013
Q2 | $5K | Buy |
+122
| New | +$5K | ﹤0.01% | 629 |
|