Mount Yale Investment Advisors’s Ross Stores ROST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $37.8K | Buy |
+296
| New | +$37.8K | ﹤0.01% | 890 |
|
|
2020
Q1 | – | Sell |
-4,124
| Closed | -$463K | – | 328 |
|
|
2019
Q4 | $463K | Buy |
4,124
+70
| +2% | +$7.86K | 0.08% | 215 |
|
|
2019
Q3 | $450K | Sell |
4,054
-1,112
| -22% | -$123K | 0.08% | 210 |
|
|
2019
Q2 | $537K | Buy |
5,166
+447
| +9% | +$46.5K | 0.1% | 171 |
|
|
2019
Q1 | $439K | Sell |
4,719
-2,063
| -30% | -$192K | 0.08% | 205 |
|
|
2018
Q4 | $638K | Sell |
6,782
-307
| -4% | -$28.9K | 0.13% | 144 |
|
|
2018
Q3 | $728K | Sell |
7,089
-3,168
| -31% | -$325K | 0.13% | 134 |
|
|
2018
Q2 | $869K | Sell |
10,257
-1,882
| -16% | -$159K | 0.16% | 123 |
|
|
2018
Q1 | $947K | Buy |
+12,139
| New | +$947K | 0.2% | 107 |
|