BFA
Beacon Financial Advisory’s Royce Value Trust RVT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $242K | Buy |
16,095
+470
| +3% | +$7.07K | 0.06% | 305 |
|
|
2025
Q1 | $222K | Sell |
15,625
-772
| -5% | -$11K | 0.07% | 305 |
|
|
2024
Q4 | $259K | Buy |
16,397
+3,069
| +23% | +$48.5K | 0.08% | 251 |
|
|
2024
Q3 | $209K | Buy |
13,328
+734
| +6% | +$11.5K | 0.07% | 274 |
|
|
2024
Q2 | $182K | Buy |
+12,594
| New | +$182K | 0.07% | 280 |
|