Rothschild Investment LLC’s Polaris PII Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$7.56K	Buy
2025 Q2	$4.88K	Buy
2025 Q1	$1.19K	Buy
2024 Q4	–	Sell
2024 Q3	$832	Buy
2022 Q2	–	Sell
2022 Q1	$227K	Sell
2021 Q4	$259K	Hold
2021 Q3	$282K	Buy
2021 Q2	$204K	Buy