Rothschild Investment LLC’s PDF Solutions PDFS Stock Holding History

Rothschild Investment LLC’s Portfolio PDFS Stock Details PDFS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.81K	Buy	86 +20	+30%	+$654	﹤0.01%	2373
2025 Q4	$1.88K	Buy	66 +6	+10%	+$166	﹤0.01%	2411
2025 Q3	$1.55K	Hold	60	–	–	﹤0.01%	2387
2025 Q2	$1.28K	Buy	60 +50	+500%	+$947	﹤0.01%	2328
2025 Q1	$191	Sell	10 -15	-60%	-$368	﹤0.01%	2863
2024 Q4	$677	Sell	25 -5	-17%	-$151	﹤0.01%	2421
2024 Q3	$950	Buy	30 +20	+200%	+$649	﹤0.01%	2203
2024 Q2	$364	Buy	10 +5	+100%	+$167	﹤0.01%	2201
2024 Q1	$168	Buy	+5	New	+$164	﹤0.01%	1836

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