WMG Financial Advisors’s Rio Tinto RIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-3,960
| Closed | -$252K | – | 130 |
|
|
2023
Q3 | $252K | Hold |
3,960
| – | – | 0.21% | 79 |
|
|
2023
Q2 | $253K | Sell |
3,960
-450
| -10% | -$28.7K | 0.19% | 92 |
|
|
2023
Q1 | $303K | Sell |
4,410
-17,850
| -80% | -$1.22M | 0.25% | 70 |
|
|
2022
Q4 | $1.58M | Hold |
22,260
| – | – | 1.35% | 15 |
|
|
2022
Q3 | $1.23M | Hold |
22,260
| – | – | 1.11% | 20 |
|
|
2022
Q2 | $1.36M | Sell |
22,260
-350
| -2% | -$21.4K | 1.18% | 21 |
|
|
2022
Q1 | $1.81M | Hold |
22,610
| – | – | 1.33% | 17 |
|
|
2021
Q4 | $1.51M | Buy |
+22,610
| New | +$1.51M | 1.18% | 20 |
|