Rothschild Investment LLC’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $35.8K | Sell |
62
-2
| -3% | -$1.15K | ﹤0.01% | 864 |
|
|
2025
Q1 | $36.2K | Sell |
64
-19
| -23% | -$10.7K | ﹤0.01% | 858 |
|
|
2024
Q4 | $49.8K | Buy |
83
+3
| +4% | +$1.8K | ﹤0.01% | 779 |
|
|
2024
Q3 | $46.6K | Buy |
80
+26
| +48% | +$15.2K | ﹤0.01% | 786 |
|
|
2024
Q2 | $26K | Sell |
54
-142
| -72% | -$68.4K | ﹤0.01% | 908 |
|
|
2024
Q1 | $110K | Buy |
196
+8
| +4% | +$4.48K | 0.01% | 582 |
|
|
2023
Q4 | $106K | Buy |
+188
| New | +$106K | 0.01% | 521 |
|