Wela Strategies’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 | – | Sell |
-6,264
| Closed | -$413K | – | 54 |
|
|
2024
Q2 | $413K | Buy |
6,264
+112
| +2% | +$7.38K | 0.19% | 39 |
|
|
2024
Q1 | $392K | Buy |
6,152
+137
| +2% | +$8.73K | 0.19% | 43 |
|
|
2023
Q4 | $448K | Buy |
6,015
+224
| +4% | +$16.7K | 0.24% | 33 |
|
|
2023
Q3 | $369K | Buy |
5,791
+663
| +13% | +$42.2K | 0.22% | 34 |
|
|
2023
Q2 | $327K | Buy |
5,128
+33
| +0.6% | +$2.11K | 0.25% | 34 |
|
|
2023
Q1 | $350K | Buy |
+5,095
| New | +$350K | 0.19% | 39 |
|