Apollon Wealth Management’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 | $693K | Buy |
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|
2025
Q2 | $646K | Buy |
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|
2025
Q1 | $611K | Buy |
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|
2024
Q4 | $639K | Buy |
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|
2024
Q3 | $218K | Sell |
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|
2024
Q2 | $235K | Hold |
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|
2024
Q1 | $246K | Sell |
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|
2023
Q4 | $240K | Hold |
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|
2023
Q3 | $212K | Hold |
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|
2023
Q2 | $228K | Hold |
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|
2023
Q1 | $224K | Hold |
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|
2022
Q4 | $219K | Sell |
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|
2022
Q3 | $214K | Sell |
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|
2022
Q2 | $253K | Buy |
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|
2022
Q1 | $268K | Buy |
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|
2021
Q4 | $293K | Buy |
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