1776 Wealth’s Royce Value Trust RVT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $411K | Sell |
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|
2025
Q2 | $485K | Buy |
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|
2025
Q1 | $456K | Sell |
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|
2024
Q4 | $515K | Hold |
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|
2024
Q3 | $512K | Sell |
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|
2024
Q2 | $541K | Buy |
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|
2024
Q1 | $547K | Buy |
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|
2023
Q4 | $516K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $489K | Buy |
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|
2023
Q1 | $431K | Buy |
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|
2022
Q4 | $418K | Sell |
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|
2022
Q3 | $448K | Hold |
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|
2022
Q2 | $499K | Hold |
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|
2022
Q1 | $606K | Sell |
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|
2021
Q4 | $948K | Buy |
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|
2021
Q3 | $797K | Buy |
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|
2021
Q2 | $745K | Buy |
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|
2021
Q1 | $680K | Buy |
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|
2020
Q4 | $582K | Buy |
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|
2020
Q3 | $441K | Buy |
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|
2020
Q2 | $431K | Sell |
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|
2020
Q1 | $587K | Buy |
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|
2019
Q4 | $270K | Buy |
|