Rothschild Investment LLC’s Workiva WK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.11K | Sell |
60
-5
| -8% | -$342 | ﹤0.01% | 1602 |
|
|
2025
Q1 | $4.93K | Buy |
65
+10
| +18% | +$759 | ﹤0.01% | 1438 |
|
|
2024
Q4 | $6.02K | Buy |
55
+5
| +10% | +$548 | ﹤0.01% | 1284 |
|
|
2024
Q3 | $3.96K | Buy |
50
+30
| +150% | +$2.37K | ﹤0.01% | 1381 |
|
|
2024
Q2 | $1.46K | Buy |
20
+15
| +300% | +$1.1K | ﹤0.01% | 1496 |
|
|
2024
Q1 | $424 | Buy |
+5
| New | +$424 | ﹤0.01% | 1421 |
|