Rothschild Investment LLC’s Barclays BCS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $34.1K | Buy |
1,833
+73
| +4% | +$1.36K | ﹤0.01% | 883 |
|
|
2025
Q1 | $27K | Sell |
1,760
-954
| -35% | -$14.7K | ﹤0.01% | 922 |
|
|
2024
Q4 | $36.1K | Sell |
2,714
-303
| -10% | -$4.03K | ﹤0.01% | 859 |
|
|
2024
Q3 | $36.7K | Buy |
3,017
+192
| +7% | +$2.33K | ﹤0.01% | 855 |
|
|
2024
Q2 | $30.3K | Buy |
2,825
+1,440
| +104% | +$15.4K | ﹤0.01% | 879 |
|
|
2024
Q1 | $13.1K | Buy |
1,385
+284
| +26% | +$2.68K | ﹤0.01% | 1010 |
|
|
2023
Q4 | $8.68K | Buy |
+1,101
| New | +$8.68K | ﹤0.01% | 1015 |
|