Sweet Financial Partners’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 | $926K | Buy |
13,014
+61
| +0.5% | +$4.34K | 0.2% | 85 |
|
|
2024
Q2 | $854K | Buy |
12,953
+91
| +0.7% | +$6K | 0.2% | 82 |
|
|
2024
Q1 | $820K | Buy |
12,862
+1,000
| +8% | +$63.7K | 0.19% | 87 |
|
|
2023
Q4 | $883K | Hold |
11,862
| – | – | 0.21% | 80 |
|
|
2023
Q3 | $755K | Buy |
11,862
+2,563
| +28% | +$163K | 0.2% | 78 |
|
|
2023
Q2 | $594K | Buy |
9,299
+78
| +0.8% | +$4.98K | 0.15% | 94 |
|
|
2023
Q1 | $633K | Hold |
9,221
| – | – | 0.18% | 90 |
|
|
2022
Q4 | $657K | Hold |
9,221
| – | – | 0.19% | 82 |
|
|
2022
Q3 | $508K | Buy |
9,221
+1,109
| +14% | +$61.1K | 0.16% | 89 |
|
|
2022
Q2 | $495K | Buy |
8,112
+98
| +1% | +$5.98K | 0.16% | 87 |
|
|
2022
Q1 | $644K | Buy |
8,014
+9
| +0.1% | +$723 | 0.17% | 75 |
|
|
2021
Q4 | $536K | Buy |
+8,005
| New | +$536K | 0.22% | 63 |
|