Cadence Wealth Management’s Royce Value Trust RVT Stock Holding History

Cadence Wealth Management’s Portfolio RVT Stock Details RVT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell
2022 Q4	$162K	Sell
2022 Q3	$831K	Sell
2022 Q2	$1.04M	Sell
2022 Q1	$2.5M	Sell
2021 Q4	$3.5M	Buy
2021 Q3	$3.16M	Buy
2021 Q2	$3.29M	Buy
2021 Q1	$3.09M	Buy