Apriem Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
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|
2018
Q3 | $1.79M | Buy |
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|
2018
Q2 | $1.65M | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $9K | Sell |
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|
2015
Q2 | $29K | Buy |
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|
2015
Q1 | $21K | Hold |
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|
2014
Q4 | $21K | Hold |
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|
2014
Q3 | $22K | Hold |
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|
2014
Q2 | $24K | Hold |
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|
2014
Q1 | $24K | Hold |
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|
2013
Q4 | $24K | Sell |
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|
2013
Q3 | $24K | Sell |
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|
2013
Q2 | $45K | Buy |
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