West Family Investments’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 | $479K | Buy |
8,218
+3,656
| +80% | +$213K | 0.13% | 170 |
|
|
2025
Q1 | $274K | Sell |
4,562
-1,943
| -30% | -$117K | 0.1% | 182 |
|
|
2024
Q4 | $383K | Buy |
6,505
+1,906
| +41% | +$112K | 0.13% | 156 |
|
|
2024
Q3 | $327K | Buy |
4,599
+120
| +3% | +$8.54K | 0.11% | 185 |
|
|
2024
Q2 | $295K | Hold |
4,479
| – | – | 0.09% | 181 |
|
|
2024
Q1 | $285K | Buy |
4,479
+750
| +20% | +$47.8K | 0.09% | 187 |
|
|
2023
Q4 | $278K | Buy |
3,729
+388
| +12% | +$28.9K | 0.09% | 169 |
|
|
2023
Q3 | $213K | Sell |
3,341
-723
| -18% | -$46K | 0.07% | 202 |
|
|
2023
Q2 | $259K | Sell |
4,064
-329
| -7% | -$21K | 0.1% | 183 |
|
|
2023
Q1 | $301K | Buy |
4,393
+720
| +20% | +$49.4K | 0.12% | 129 |
|
|
2022
Q4 | $262K | Sell |
3,673
-903
| -20% | -$64.3K | 0.09% | 185 |
|
|
2022
Q3 | $252K | Sell |
4,576
-2,328
| -34% | -$128K | 0.1% | 172 |
|
|
2022
Q2 | $421K | Buy |
6,904
+1,245
| +22% | +$75.9K | 0.17% | 108 |
|
|
2022
Q1 | $455K | Hold |
5,659
| – | – | 0.13% | 129 |
|
|
2021
Q4 | $379K | Buy |
+5,659
| New | +$379K | 0.1% | 164 |
|
|
2021
Q3 | – | Sell |
-4,936
| Closed | -$414K | – | 379 |
|
|
2021
Q2 | $414K | Buy |
+4,936
| New | +$414K | 0.11% | 157 |
|