Rothschild Investment LLC’s Factset FDS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$895	Buy	+2	New	+$895	﹤0.01%	2532
2024 Q3	–	Sell	-15	Closed	-$6.12K	–	2930
2024 Q2	$6.12K	Sell	15 -8	-35%	-$3.27K	﹤0.01%	1174
2024 Q1	$10.5K	Hold	23	–	–	﹤0.01%	1046
2023 Q4	$11K	Buy	+23	New	+$11K	﹤0.01%	977