WKWM
Walter & Keenan Wealth Management’s Rio Tinto RIO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-3,000
| Closed | -$214K | – | 154 |
|
|
2022
Q4 | $214K | Sell |
3,000
-1,500
| -33% | -$107K | 0.08% | 138 |
|
|
2022
Q3 | $248K | Hold |
4,500
| – | – | 0.11% | 126 |
|
|
2022
Q2 | $275K | Buy |
4,500
+600
| +15% | +$36.7K | 0.11% | 124 |
|
|
2022
Q1 | $314K | Buy |
+3,900
| New | +$314K | 0.11% | 121 |
|