SMA
Sage Mountain Advisors’s Ross Stores ROST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $215K | Buy |
+1,684
| New | +$215K | 0.01% | 399 |
|
|
2025
Q1 | – | Sell |
-1,777
| Closed | -$269K | – | 516 |
|
|
2024
Q4 | $269K | Buy |
1,777
+226
| +15% | +$34.2K | 0.02% | 322 |
|
|
2024
Q3 | $233K | Buy |
1,551
+90
| +6% | +$13.5K | 0.02% | 351 |
|
|
2024
Q2 | $212K | Buy |
+1,461
| New | +$212K | 0.02% | 325 |
|