WCA
Westover Capital Advisors’s Rio Tinto RIO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,200
| Closed | -$228K | – | 249 |
|
|
2024
Q3 | $228K | Buy |
+3,200
| New | +$228K | 0.04% | 227 |
|
|
2022
Q4 | – | Sell |
-4,300
| Closed | -$237K | – | 159 |
|
|
2022
Q3 | $237K | Buy |
+4,300
| New | +$237K | 0.09% | 140 |
|
|
2022
Q2 | – | Sell |
-2,600
| Closed | -$209K | – | 185 |
|
|
2022
Q1 | $209K | Buy |
+2,600
| New | +$209K | 0.07% | 174 |
|
|
2013
Q4 | – | Sell |
-38,688
| Closed | -$1.89M | – | 83 |
|
|
2013
Q3 | $1.89M | Sell |
38,688
-6,598
| -15% | -$322K | 1.95% | 23 |
|
|
2013
Q2 | $1.86M | Buy |
+45,286
| New | +$1.86M | 1.83% | 25 |
|