EWM
Evercore Wealth Management’s Ross Stores ROST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-1,134
| Closed | -$91K | – | 700 |
|
|
2017
Q4 | $91K | Buy |
1,134
+760
| +203% | +$61K | ﹤0.01% | 483 |
|
|
2017
Q3 | $24K | Hold |
374
| – | – | ﹤0.01% | 680 |
|
|
2017
Q2 | $21K | Sell |
374
-415
| -53% | -$23.3K | ﹤0.01% | 709 |
|
|
2017
Q1 | $52K | Sell |
789
-541
| -41% | -$35.7K | ﹤0.01% | 590 |
|
|
2016
Q4 | $87K | Sell |
1,330
-611
| -31% | -$40K | ﹤0.01% | 521 |
|
|
2016
Q3 | $125K | Buy |
1,941
+12
| +0.6% | +$773 | 0.01% | 446 |
|
|
2016
Q2 | $109K | Buy |
1,929
+435
| +29% | +$24.6K | ﹤0.01% | 447 |
|
|
2016
Q1 | $86K | Hold |
1,494
| – | – | ﹤0.01% | 476 |
|
|
2015
Q4 | $80K | Buy |
1,494
+1,420
| +1,919% | +$76K | ﹤0.01% | 513 |
|
|
2015
Q3 | $4K | Hold |
74
| – | – | ﹤0.01% | 902 |
|
|
2015
Q2 | $4K | Buy |
74
+37
| +100% | +$2K | ﹤0.01% | 1001 |
|
|
2015
Q1 | $4K | Sell |
37
-30
| -45% | -$3.24K | ﹤0.01% | 942 |
|
|
2014
Q4 | $6K | Buy |
67
+30
| +81% | +$2.69K | ﹤0.01% | 784 |
|
|
2014
Q3 | $3K | Hold |
37
| – | – | ﹤0.01% | 905 |
|
|
2014
Q2 | $2K | Sell |
37
-33
| -47% | -$1.78K | ﹤0.01% | 980 |
|
|
2014
Q1 | $5K | Hold |
70
| – | – | ﹤0.01% | 861 |
|
|
2013
Q4 | $5K | Sell |
70
-57
| -45% | -$4.07K | ﹤0.01% | 801 |
|
|
2013
Q3 | $9K | Buy |
+127
| New | +$9K | ﹤0.01% | 769 |
|