AssetMark Inc’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
$21.6K Buy
2025
Q2
$19.9K Buy
2025
Q1
$11.7K Buy
2024
Q4
Sell
2024
Q3
$298 Buy
2022
Q1
Sell
2021
Q4
$47K Buy
2021
Q3
Sell
2021
Q2
$6K Buy
2016
Q3
Sell
2016
Q2
$4K Hold
2016
Q1
$4K Hold
2015
Q4
$4K Buy