SWM
Strategic Wealth Management’s Rio Tinto RIO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $3.33M | Sell |
49,780
-2,500
| -5% | -$167K | 1.65% | 24 |
|
|
2021
Q3 | $3.49M | Buy |
52,280
+6,870
| +15% | +$459K | 1.82% | 15 |
|
|
2021
Q2 | $3.81M | Buy |
45,410
+4,937
| +12% | +$414K | 2.06% | 16 |
|
|
2021
Q1 | $3.14M | Sell |
40,473
-1,000
| -2% | -$77.7K | 1.89% | 18 |
|
|
2020
Q4 | $3.12M | Hold |
41,473
| – | – | 1.92% | 19 |
|
|
2020
Q3 | $2.51M | Buy |
+41,473
| New | +$2.51M | 1.87% | 20 |
|