Rothschild Investment LLC’s Unity U Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $121 | Sell |
5
-245
| -98% | -$5.93K | ﹤0.01% | 2978 |
|
|
2025
Q1 | $4.9K | Buy |
250
+5
| +2% | +$98 | ﹤0.01% | 1442 |
|
|
2024
Q4 | $5.51K | Sell |
245
-5
| -2% | -$112 | ﹤0.01% | 1312 |
|
|
2024
Q3 | $5.66K | Hold |
250
| – | – | ﹤0.01% | 1253 |
|
|
2024
Q2 | $4.07K | Hold |
250
| – | – | ﹤0.01% | 1237 |
|
|
2024
Q1 | $6.68K | Buy |
250
+240
| +2,400% | +$6.41K | ﹤0.01% | 1105 |
|
|
2023
Q4 | $409 | Buy |
+10
| New | +$409 | ﹤0.01% | 1242 |
|
|
2022
Q2 | – | Sell |
-2,305
| Closed | -$229K | – | 505 |
|
|
2022
Q1 | $229K | Buy |
2,305
+375
| +19% | +$37.3K | 0.02% | 444 |
|
|
2021
Q4 | $276K | Buy |
1,930
+105
| +6% | +$15K | 0.02% | 416 |
|
|
2021
Q3 | $230K | Buy |
+1,825
| New | +$230K | 0.02% | 436 |
|