Benchmark Wealth Management’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
Q2 | $190K | Sell |
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|
2025
Q1 | $181K | Sell |
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|
2024
Q4 | $204K | Hold |
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|
2024
Q3 | $203K | Sell |
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|
2024
Q2 | $198K | Sell |
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|
2024
Q1 | $216K | Sell |
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|
2023
Q4 | $222K | Sell |
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|
2023
Q3 | $207K | Sell |
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|
2023
Q2 | $223K | Buy |
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|
2023
Q1 | $207K | Sell |
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|
2022
Q4 | $209K | Hold |
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|
2022
Q3 | $198K | Sell |
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|
2022
Q2 | $229K | Sell |
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|
2022
Q1 | $295K | Buy |
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|
2021
Q4 | $322K | Sell |
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|
2021
Q3 | $340K | Sell |
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|
2021
Q2 | $388K | Buy |
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|
2021
Q1 | $348K | Hold |
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|
2020
Q4 | $310K | Hold |
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|
2020
Q3 | $243K | Hold |
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|
2020
Q2 | $241K | Sell |
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|
2020
Q1 | $192K | Buy |
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|
2019
Q4 | $266K | Buy |
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