Carson Wealth (CWM LLC)’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
Q3 | $28K | Buy |
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|
2025
Q2 | $25K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $4K | Sell |
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|
2023
Q3 | $16K | Buy |
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|
2023
Q2 | $17K | Sell |
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|
2023
Q1 | $38K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $18K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $12K | Hold |
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|
2017
Q4 | $13K | Hold |
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|
2017
Q3 | $12K | Hold |
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|
2017
Q2 | $12K | Sell |
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|
2017
Q1 | $40K | Hold |
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|
2016
Q4 | $38K | Sell |
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|
2016
Q3 | $41K | Hold |
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|
2016
Q2 | $38K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $14K | Buy |
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