Rothschild Investment LLC’s Unity U Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$121	Sell
2025 Q1	$4.9K	Buy
2024 Q4	$5.5K	Sell
2024 Q3	$5.66K	Hold
2024 Q2	$4.07K	Hold
2024 Q1	$6.67K	Buy
2023 Q4	$409	Buy
2022 Q2	–	Sell
2022 Q1	$229K	Buy
2021 Q4	$276K	Buy
2021 Q3	$230K	Buy