Trail Ridge Investment 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
Q1 | – | Sell |
-15,100
| Closed | -$1.12M | – | 113 |
|
2023
Q4 | $1.12M | Hold |
15,100
| – | – | 0.69% | 44 |
|
2023
Q3 | $961K | Hold |
15,100
| – | – | 0.65% | 47 |
|
2023
Q2 | $964K | Hold |
15,100
| – | – | 0.59% | 52 |
|
2023
Q1 | $1.04M | Hold |
15,100
| – | – | 0.68% | 49 |
|
2022
Q4 | $1.08M | Hold |
15,100
| – | – | 0.74% | 46 |
|
2022
Q3 | $977K | Sell |
15,100
-2,016
| -12% | -$130K | 0.65% | 50 |
|
2022
Q2 | $1.04M | Hold |
17,116
| – | – | 0.71% | 47 |
|
2022
Q1 | $1.38M | Hold |
17,116
| – | – | 0.85% | 39 |
|
2021
Q4 | $1.15M | Buy |
+17,116
| New | +$1.15M | 0.69% | 47 |
|