XWM
Xcel Wealth Management’s Ross Stores ROST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,400
| Closed | -$203K | – | 129 |
|
|
2024
Q2 | $203K | Hold |
1,400
| – | – | 0.06% | 120 |
|
|
2024
Q1 | $205K | Buy |
+1,400
| New | +$205K | 0.06% | 125 |
|
|
2023
Q3 | – | Sell |
-1,970
| Closed | -$221K | – | 130 |
|
|
2023
Q2 | $221K | Hold |
1,970
| – | – | 0.07% | 124 |
|
|
2023
Q1 | $209K | Hold |
1,970
| – | – | 0.07% | 127 |
|
|
2022
Q4 | $229K | Buy |
+1,970
| New | +$229K | 0.09% | 113 |
|
|
2022
Q1 | – | Sell |
-1,970
| Closed | -$225K | – | 144 |
|
|
2021
Q4 | $225K | Hold |
1,970
| – | – | 0.06% | 139 |
|
|
2021
Q3 | $214K | Hold |
1,970
| – | – | 0.06% | 132 |
|
|
2021
Q2 | $244K | Hold |
1,970
| – | – | 0.07% | 131 |
|
|
2021
Q1 | $236K | Hold |
1,970
| – | – | 0.08% | 118 |
|
|
2020
Q4 | $241K | Buy |
+1,970
| New | +$241K | 0.1% | 110 |
|