B. Riley 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $166K | Buy |
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|
2024
Q4 | $229K | Sell |
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|
2024
Q3 | $308K | Buy |
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|
2024
Q2 | $272K | Buy |
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|
2024
Q1 | $200K | Buy |
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|
2023
Q4 | $209K | Sell |
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|
2023
Q3 | $200K | Buy |
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|
2023
Q2 | $214K | Sell |
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|
2023
Q1 | $347K | Sell |
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|
2022
Q4 | $354K | Sell |
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|
2022
Q3 | $396K | Buy |
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|
2022
Q2 | $198K | Sell |
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|
2022
Q1 | $366K | Sell |
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|
2021
Q4 | $435K | Buy |
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|
2021
Q3 | $386K | Sell |
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|
2021
Q2 | $448K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $1.06M | Sell |
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|
2019
Q1 | $921K | Buy |
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|
2018
Q4 | $904K | Sell |
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|
2018
Q3 | $1.55M | Buy |
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|
2018
Q2 | $1.43M | Sell |
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|
2018
Q1 | $3M | Sell |
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|
2017
Q4 | $3.21M | Buy |
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|
2017
Q3 | $386K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $29 | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $31.5K | Buy |
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