Rothschild Investment LLC’s Interactive Brokers IBKR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$8.6K Buy
2025
Q2
$3.33K Buy
2025
Q1
$1.99K Buy
2024
Q4
$530 Hold
2024
Q3
$418 Buy
2024
Q2
Sell
2024
Q1
$447 Hold
2023
Q4
$332 Buy