TSWM
Triangle Securities Wealth Management’s Rio Tinto RIO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $381K | Sell |
6,525
-808
| -11% | -$47.1K | 0.09% | 171 |
|
|
2025
Q1 | $441K | Sell |
7,333
-1,751
| -19% | -$105K | 0.11% | 159 |
|
|
2024
Q4 | $534K | Sell |
9,084
-1,170
| -11% | -$68.8K | 0.14% | 145 |
|
|
2024
Q3 | $730K | Sell |
10,254
-139
| -1% | -$9.89K | 0.19% | 128 |
|
|
2024
Q2 | $685K | Sell |
10,393
-303
| -3% | -$20K | 0.19% | 128 |
|
|
2024
Q1 | $682K | Hold |
10,696
| – | – | 0.19% | 126 |
|
|
2023
Q4 | $796K | Hold |
10,696
| – | – | 0.25% | 112 |
|
|
2023
Q3 | $681K | Buy |
10,696
+251
| +2% | +$16K | 0.24% | 111 |
|
|
2023
Q2 | $667K | Sell |
10,445
-386
| -4% | -$24.6K | 0.23% | 117 |
|
|
2023
Q1 | $743K | Buy |
10,831
+763
| +8% | +$52.3K | 0.27% | 109 |
|
|
2022
Q4 | $717K | Buy |
10,068
+320
| +3% | +$22.8K | 0.26% | 110 |
|
|
2022
Q3 | $537K | Buy |
9,748
+2,865
| +42% | +$158K | 0.22% | 121 |
|
|
2022
Q2 | $420K | Buy |
+6,883
| New | +$420K | 0.16% | 138 |
|
|
2013
Q3 | – | Sell |
-1,900
| Closed | -$78K | – | 322 |
|
|
2013
Q2 | $78K | Buy |
+1,900
| New | +$78K | 0.06% | 197 |
|