Rothschild Investment LLC’s XP XP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$909	Buy	45 +20	+80%	+$404	﹤0.01%	2521
2025 Q1	$344	Buy	+25	New	+$344	﹤0.01%	2733
2024 Q4	–	Sell	-10	Closed	-$179	–	3060
2024 Q3	$179	Buy	+10	New	+$179	﹤0.01%	2728