Wellington Shields Capital Management’s Rio Tinto RIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,450
| Closed | -$220K | – | 318 |
|
|
2023
Q2 | $220K | Hold |
3,450
| – | – | 0.03% | 217 |
|
|
2023
Q1 | $237K | Hold |
3,450
| – | – | 0.03% | 208 |
|
|
2022
Q4 | $246K | Sell |
3,450
-300
| -8% | -$21.4K | 0.03% | 208 |
|
|
2022
Q3 | $206K | Hold |
3,750
| – | – | 0.05% | 216 |
|
|
2022
Q2 | $229K | Sell |
3,750
-600
| -14% | -$36.6K | 0.03% | 212 |
|
|
2022
Q1 | $350K | Buy |
+4,350
| New | +$350K | 0.04% | 210 |
|
|
2021
Q4 | – | Sell |
-6,050
| Closed | -$404K | – | 290 |
|
|
2021
Q3 | $404K | Hold |
6,050
| – | – | 0.06% | 200 |
|
|
2021
Q2 | $508K | Hold |
6,050
| – | – | 0.06% | 202 |
|
|
2021
Q1 | $470K | Buy |
+6,050
| New | +$470K | 0.04% | 201 |
|