Rothschild Investment LLC’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.88K | Buy |
120
+91
| +314% | +$3.7K | ﹤0.01% | 1524 |
|
|
2025
Q1 | $1.19K | Buy |
+29
| New | +$1.19K | ﹤0.01% | 2234 |
|
|
2024
Q4 | – | Sell |
-10
| Closed | -$832 | – | 3034 |
|
|
2024
Q3 | $832 | Buy |
+10
| New | +$832 | ﹤0.01% | 2290 |
|
|
2022
Q2 | – | Sell |
-2,155
| Closed | -$227K | – | 500 |
|
|
2022
Q1 | $227K | Sell |
2,155
-200
| -8% | -$21.1K | 0.02% | 446 |
|
|
2021
Q4 | $259K | Hold |
2,355
| – | – | 0.02% | 430 |
|
|
2021
Q3 | $282K | Buy |
2,355
+865
| +58% | +$104K | 0.02% | 400 |
|
|
2021
Q2 | $204K | Buy |
+1,490
| New | +$204K | 0.02% | 461 |
|