White Lighthouse Investment Management’s Rio Tinto RIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,000
| Closed | -$223K | – | 122 |
|
|
2023
Q4 | $223K | Buy |
+3,000
| New | +$223K | 0.05% | 120 |
|
|
2023
Q2 | – | Sell |
-3,000
| Closed | -$206K | – | 116 |
|
|
2023
Q1 | $206K | Hold |
3,000
| – | – | 0.05% | 113 |
|
|
2022
Q4 | $214K | Buy |
+3,000
| New | +$214K | 0.06% | 108 |
|
|
2022
Q2 | – | Sell |
-3,000
| Closed | -$241K | – | 115 |
|
|
2022
Q1 | $241K | Hold |
3,000
| – | – | 0.06% | 106 |
|
|
2021
Q4 | $201K | Hold |
3,000
| – | – | 0.05% | 113 |
|
|
2021
Q3 | $200K | Buy |
+3,000
| New | +$200K | 0.05% | 114 |
|