Ulland 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,400
| Closed | -$84K | – | 228 |
|
|
2025
Q1 | $84K | Hold |
1,400
| – | – | 0.07% | 91 |
|
|
2024
Q4 | $82K | Sell |
1,400
-700
| -33% | -$41K | 0.05% | 92 |
|
|
2024
Q3 | $149K | Hold |
2,100
| – | – | 0.11% | 67 |
|
|
2024
Q2 | $138K | Hold |
2,100
| – | – | 0.1% | 73 |
|
|
2024
Q1 | $134K | Hold |
2,100
| – | – | 0.11% | 75 |
|
|
2023
Q4 | $156K | Hold |
2,100
| – | – | 0.16% | 60 |
|
|
2023
Q3 | $134K | Buy |
+2,100
| New | +$134K | 0.15% | 62 |
|