Atlas Private Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $1.41M | Sell |
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|
2023
Q2 | $1.52M | Buy |
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|
2023
Q1 | $814K | Sell |
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|
2022
Q4 | $801K | Sell |
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|
2022
Q3 | $1M | Sell |
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|
2022
Q2 | $1.13M | Sell |
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|
2022
Q1 | $1.38M | Sell |
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|
2021
Q4 | $1.61M | Hold |
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|
2021
Q3 | $1.48M | Sell |
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|
2021
Q2 | $1.57M | Sell |
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|
2021
Q1 | $1.51M | Sell |
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|
2020
Q4 | $1.36M | Sell |
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|
2020
Q3 | $1.12M | Buy |
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|
2020
Q2 | $689K | Buy |
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