Rothschild Investment Corp CRESSET DIVERSIFIED QOZ FUND I Transaction History

Rothschild Investment Corp

  • $1.19 Billion
  • Q3 2023
Number of Shares
764,421
Previous 766,757 0.3%
Holding current value
$764,000
Previous $767,000 0.39%
% of portfolio
0.06%
Previous 0.06%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 16, 2023
SELL
N/A
-2,336 Reduced 0.3%
764,421 $764,000
Q2 2023

Jul 18, 2023
BUY
N/A
239,135 Added 45.32%
766,757 $767,000
Q1 2023

Apr 24, 2023
SELL
N/A
-3,338 Reduced 0.63%
527,622 $528,000
Q4 2022

Jan 19, 2023
SELL
N/A
-2,125 Reduced 0.4%
530,960 $531,000
Q3 2022

Oct 21, 2022
BUY
N/A
533,085 New
533,085 $533,000
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