Ropes Wealth Advisors’s Rio Tinto RIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-600
| Closed | -$31K | – | 554 |
|
|
2019
Q3 | $31K | Sell |
600
-100
| -14% | -$5.17K | 0.01% | 381 |
|
|
2019
Q2 | $44K | Sell |
700
-2,500
| -78% | -$157K | 0.01% | 351 |
|
|
2019
Q1 | $188K | Hold |
3,200
| – | – | 0.05% | 222 |
|
|
2018
Q4 | $155K | Sell |
3,200
-4,100
| -56% | -$199K | 0.04% | 231 |
|
|
2018
Q3 | $372K | Hold |
7,300
| – | – | 0.09% | 169 |
|
|
2018
Q2 | $405K | Buy |
7,300
+2,000
| +38% | +$111K | 0.11% | 157 |
|
|
2018
Q1 | $273K | Hold |
5,300
| – | – | 0.07% | 194 |
|
|
2017
Q4 | $281K | Sell |
5,300
-70
| -1% | -$3.71K | 0.07% | 190 |
|
|
2017
Q3 | $253K | Hold |
5,370
| – | – | 0.07% | 197 |
|
|
2017
Q2 | $227K | Hold |
5,370
| – | – | 0.06% | 207 |
|
|
2017
Q1 | $218K | Sell |
5,370
-1,400
| -21% | -$56.8K | 0.06% | 209 |
|
|
2016
Q4 | $260K | Hold |
6,770
| – | – | 0.08% | 176 |
|
|
2016
Q3 | $226K | Hold |
6,770
| – | – | 0.08% | 186 |
|
|
2016
Q2 | $212K | Buy |
6,770
+2,500
| +59% | +$78.3K | 0.07% | 181 |
|
|
2016
Q1 | $121K | Sell |
4,270
-1,200
| -22% | -$34K | 0.05% | 178 |
|
|
2015
Q4 | $159K | Hold |
5,470
| – | – | 0.07% | 169 |
|
|
2015
Q3 | $185K | Sell |
5,470
-2,926
| -35% | -$99K | 0.1% | 137 |
|
|
2015
Q2 | $346K | Sell |
8,396
-742
| -8% | -$30.6K | 0.19% | 91 |
|
|
2015
Q1 | $378K | Buy |
+9,138
| New | +$378K | 0.2% | 89 |
|