YorkBridge Wealth Partners’s Rio Tinto RIO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | $456K | Sell |
6,411
-689
| -10% | -$49.1K | 0.12% | 134 |
|
2022
Q3 | $391K | Buy |
7,100
+203
| +3% | +$11.2K | 0.1% | 145 |
|
2022
Q2 | $421K | Sell |
6,897
-495
| -7% | -$30.2K | 0.11% | 143 |
|
2022
Q1 | $594K | Buy |
7,392
+410
| +6% | +$32.9K | 0.13% | 122 |
|
2021
Q4 | $467K | Sell |
6,982
-142
| -2% | -$9.5K | 0.1% | 150 |
|
2021
Q3 | $476K | Buy |
7,124
+596
| +9% | +$39.8K | 0.12% | 136 |
|
2021
Q2 | $548K | Buy |
6,528
+15
| +0.2% | +$1.26K | 0.14% | 118 |
|
2021
Q1 | $506K | Buy |
6,513
+1,525
| +31% | +$118K | 0.15% | 118 |
|
2020
Q4 | $375K | Sell |
4,988
-14
| -0.3% | -$1.05K | 0.13% | 130 |
|
2020
Q3 | $302K | Buy |
5,002
+208
| +4% | +$12.6K | 0.13% | 139 |
|
2020
Q2 | $269K | Buy |
+4,794
| New | +$269K | 0.12% | 142 |
|
2019
Q3 | – | Sell |
-2,549
| Closed | -$159K | – | 544 |
|
2019
Q2 | $159K | Buy |
+2,549
| New | +$159K | 0.07% | 213 |
|