Rothschild Investment LLC’s Flex FLEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $232K | Hold |
4,640
| – | – | 0.01% | 474 |
|
|
2025
Q1 | $153K | Hold |
4,640
| – | – | 0.01% | 544 |
|
|
2024
Q4 | $178K | Hold |
4,640
| – | – | 0.01% | 529 |
|
|
2024
Q3 | $155K | Buy |
4,640
+417
| +10% | +$13.9K | 0.01% | 566 |
|
|
2024
Q2 | $125K | Buy |
4,223
+223
| +6% | +$6.58K | 0.01% | 588 |
|
|
2024
Q1 | $114K | Sell |
4,000
-1,308
| -25% | -$37.4K | 0.01% | 572 |
|
|
2023
Q4 | $122K | Buy |
+5,308
| New | +$122K | 0.01% | 497 |
|