WESPAC Advisors SoCal’s Rio Tinto RIO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-108,785
Closed -$7.22M 85
2021
Q3
$7.22M Sell
108,785
-3,155
-3% -$209K 2.36% 18
2021
Q2
$9.39M Buy
+111,940
New +$9.39M 3.11% 9