CCWA
CLA (CliftonLarsonAllen) Wealth Advisors’s Royce Value Trust RVT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-23,224
| Closed | -$331K | – | 208 |
|
|
2025
Q1 | $331K | Hold |
23,224
| – | – | 0.01% | 181 |
|
|
2024
Q4 | $367K | Hold |
23,224
| – | – | 0.01% | 177 |
|
|
2024
Q3 | $365K | Sell |
23,224
-68
| -0.3% | -$1.07K | 0.01% | 174 |
|
|
2024
Q2 | $337K | Buy |
+23,292
| New | +$337K | 0.01% | 173 |
|
|
2024
Q1 | – | Sell |
-23,224
| Closed | -$338K | – | 187 |
|
|
2023
Q4 | $338K | Buy |
+23,224
| New | +$338K | 0.01% | 175 |
|