Summit Trail Advisors’s Rio Tinto RIO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-5,210
Closed -$343K 742
2024
Q2
$343K Buy
+5,210
New +$343K 0.01% 445
2018
Q1
Sell
-2,462
Closed -$138K 1386
2017
Q4
$138K Buy
+2,462
New +$138K 0.02% 535