Carson Wealth (CWM LLC)’s Royce Micro-Cap Trust RMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $488K | Hold |
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|
2025
Q2 | $435K | Hold |
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|
2025
Q1 | $396K | Hold |
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|
2024
Q4 | $458K | Hold |
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|
2024
Q3 | $452K | Hold |
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|
2024
Q2 | $432K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $6K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $103K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $5K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $3K | Buy |
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