Rothschild Investment LLC’s i3 Verticals IIIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $824 | Sell |
30
-30
| -50% | -$824 | ﹤0.01% | 2563 |
|
|
2025
Q1 | $1.48K | Hold |
60
| – | – | ﹤0.01% | 2091 |
|
|
2024
Q4 | $1.38K | Buy |
60
+30
| +100% | +$691 | ﹤0.01% | 2027 |
|
|
2024
Q3 | $639 | Buy |
+30
| New | +$639 | ﹤0.01% | 2399 |
|
|
2024
Q2 | – | Sell |
-5
| Closed | -$114 | – | 2833 |
|
|
2024
Q1 | $114 | Buy |
+5
| New | +$114 | ﹤0.01% | 2146 |
|
|
2022
Q1 | – | Sell |
-12,200
| Closed | -$278K | – | 526 |
|
|
2021
Q4 | $278K | Buy |
+12,200
| New | +$278K | 0.02% | 414 |
|