Rothschild Investment LLC’s Carter Bankshares CARE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.39K	Buy	80 +40	+100%	+$694	﹤0.01%	2278
2025 Q1	$647	Buy	40 +15	+60%	+$243	﹤0.01%	2532
2024 Q4	$440	Buy	25 +10	+67%	+$176	﹤0.01%	2583
2024 Q3	$261	Buy	15 +5	+50%	+$87	﹤0.01%	2648
2024 Q2	$151	Buy	+10	New	+$151	﹤0.01%	2568