Sterling Investment Advisors (Pennsylvania)’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 |
-3,145
| Closed | -$224K | – | 170 |
|
2024
Q3 | $224K | Sell |
3,145
-2,590
| -45% | -$184K | 0.06% | 142 |
|
2024
Q2 | $378K | Sell |
5,735
-84
| -1% | -$5.54K | 0.1% | 109 |
|
2024
Q1 | $371K | Sell |
5,819
-400
| -6% | -$25.5K | 0.1% | 111 |
|
2023
Q4 | $463K | Hold |
6,219
| – | – | 0.14% | 100 |
|
2023
Q3 | $396K | Buy |
6,219
+12
| +0.2% | +$764 | 0.14% | 102 |
|
2023
Q2 | $396K | Sell |
6,207
-93
| -1% | -$5.94K | 0.13% | 102 |
|
2023
Q1 | $432K | Hold |
6,300
| – | – | 0.15% | 99 |
|
2022
Q4 | $449K | Buy |
6,300
+615
| +11% | +$43.8K | 0.16% | 104 |
|
2022
Q3 | $313K | Buy |
5,685
+2,785
| +96% | +$153K | 0.12% | 114 |
|
2022
Q2 | $177K | Buy |
2,900
+1,250
| +76% | +$76.3K | 0.06% | 140 |
|
2022
Q1 | $133K | Buy |
1,650
+950
| +136% | +$76.6K | 0.04% | 169 |
|
2021
Q4 | $47K | Hold |
700
| – | – | 0.01% | 262 |
|
2021
Q3 | $47K | Hold |
700
| – | – | 0.01% | 257 |
|
2021
Q2 | $59K | Hold |
700
| – | – | 0.02% | 240 |
|
2021
Q1 | $54K | Hold |
700
| – | – | 0.02% | 231 |
|
2020
Q4 | $53K | Hold |
700
| – | – | 0.02% | 218 |
|
2020
Q3 | $42K | Hold |
700
| – | – | 0.02% | 226 |
|
2020
Q2 | $39K | Hold |
700
| – | – | 0.02% | 235 |
|
2020
Q1 | $31K | Hold |
700
| – | – | 0.02% | 228 |
|
2019
Q4 | $41K | Hold |
700
| – | – | 0.02% | 229 |
|
2019
Q3 | $36K | Hold |
700
| – | – | 0.02% | 241 |
|
2019
Q2 | $44K | Hold |
700
| – | – | 0.02% | 220 |
|
2019
Q1 | $41K | Hold |
700
| – | – | 0.02% | 227 |
|
2018
Q4 | $33K | Hold |
700
| – | – | 0.02% | 236 |
|
2018
Q3 | $36K | Hold |
700
| – | – | 0.02% | 256 |
|
2018
Q2 | $38K | Hold |
700
| – | – | 0.02% | 232 |
|
2018
Q1 | $36K | Hold |
700
| – | – | 0.02% | 233 |
|
2017
Q4 | $37K | Hold |
700
| – | – | 0.02% | 215 |
|
2017
Q3 | $33K | Hold |
700
| – | – | 0.02% | 217 |
|
2017
Q2 | $30K | Buy |
+700
| New | +$30K | 0.02% | 220 |
|