Carson Advisory’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 | $254K | Buy |
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|
2025
Q1 | $236K | Buy |
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|
2024
Q4 | $256K | Buy |
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|
2024
Q3 | $248K | Buy |
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|
2024
Q2 | $224K | Buy |
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|
2024
Q1 | $231K | Buy |
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|
2023
Q4 | $217K | Buy |
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|
2023
Q3 | $188K | Sell |
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|
2023
Q2 | $207K | Buy |
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|
2023
Q1 | $191K | Buy |
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|
2022
Q4 | $183K | Buy |
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|
2022
Q3 | $169K | Buy |
|