Rothschild Investment LLC’s AvePoint AVPT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$16.8K Buy
870
+595
+216% +$11.5K ﹤0.01% 1057
2025
Q1
$3.97K Buy
275
+60
+28% +$866 ﹤0.01% 1544
2024
Q4
$3.55K Buy
215
+40
+23% +$660 ﹤0.01% 1485
2024
Q3
$2.06K Buy
175
+100
+133% +$1.18K ﹤0.01% 1712
2024
Q2
$782 Buy
75
+60
+400% +$626 ﹤0.01% 1788
2024
Q1
$119 Buy
+15
New +$119 ﹤0.01% 2105