Rothschild Investment LLC’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $43.5K | Sell |
179
-4
| -2% | -$972 | ﹤0.01% | 813 |
|
|
2025
Q1 | $44.4K | Buy |
183
+13
| +8% | +$3.15K | ﹤0.01% | 799 |
|
|
2024
Q4 | $38.4K | Buy |
170
+1
| +0.6% | +$226 | ﹤0.01% | 845 |
|
|
2024
Q3 | $36.3K | Buy |
169
+7
| +4% | +$1.51K | ﹤0.01% | 857 |
|
|
2024
Q2 | $31.9K | Buy |
162
+28
| +21% | +$5.52K | ﹤0.01% | 866 |
|
|
2024
Q1 | $27.5K | Buy |
134
+8
| +6% | +$1.64K | ﹤0.01% | 853 |
|
|
2023
Q4 | $25.9K | Buy |
+126
| New | +$25.9K | ﹤0.01% | 797 |
|