Rothschild Investment LLC’s NerdWallet NRDS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.04K	Buy	+95	New	+$1.04K	﹤0.01%	2449
2025 Q1	–	Sell	-10	Closed	-$133	–	3080
2024 Q4	$133	Sell	10 -30	-75%	-$399	﹤0.01%	2870
2024 Q3	$508	Buy	40 +10	+33%	+$127	﹤0.01%	2463
2024 Q2	$438	Buy	+30	New	+$438	﹤0.01%	2102