Strategic Wealth Partners’s Rio Tinto RIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $179K | Buy |
+3,071
| New | +$179K | 0.01% | 325 |
|
|
2024
Q4 | $228K | Sell |
3,602
-4,930
| -58% | -$312K | 0.02% | 292 |
|
|
2024
Q3 | $607K | Sell |
8,532
-3,509
| -29% | -$250K | 0.06% | 183 |
|
|
2024
Q2 | $794K | Buy |
+12,041
| New | +$794K | 0.08% | 155 |
|
|
2021
Q4 | – | Sell |
-9,598
| Closed | -$641K | – | 298 |
|
|
2021
Q3 | $641K | Buy |
+9,598
| New | +$641K | 0.19% | 146 |
|
|
2019
Q2 | – | Sell |
-79
| Closed | -$5K | – | 805 |
|
|
2019
Q1 | $5K | Buy |
+79
| New | +$5K | ﹤0.01% | 636 |
|