SVWAG
Sound View Wealth Advisors Group’s Rio Tinto RIO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,721
| Closed | -$277K | – | 391 |
|
|
2023
Q4 | $277K | Buy |
+3,721
| New | +$277K | 0.03% | 321 |
|
|
2023
Q3 | – | Sell |
-5,371
| Closed | -$343K | – | 377 |
|
|
2023
Q2 | $343K | Buy |
5,371
+1,201
| +29% | +$76.7K | 0.04% | 271 |
|
|
2023
Q1 | $286K | Buy |
4,170
+449
| +12% | +$30.8K | 0.04% | 287 |
|
|
2022
Q4 | $277K | Buy |
+3,721
| New | +$277K | 0.03% | 321 |
|