Rothschild Investment LLC’s Interactive Brokers IBKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.33K | Buy |
60
+12
| +25% | +$665 | ﹤0.01% | 1721 |
|
|
2025
Q1 | $1.99K | Buy |
48
+36
| +300% | +$1.49K | ﹤0.01% | 1904 |
|
|
2024
Q4 | $530 | Hold |
12
| – | – | ﹤0.01% | 2516 |
|
|
2024
Q3 | $418 | Buy |
+12
| New | +$418 | ﹤0.01% | 2511 |
|
|
2024
Q2 | – | Sell |
-16
| Closed | -$447 | – | 2831 |
|
|
2024
Q1 | $447 | Hold |
16
| – | – | ﹤0.01% | 1396 |
|
|
2023
Q4 | $332 | Buy |
+16
| New | +$332 | ﹤0.01% | 1254 |
|