Comprehensive Money Management Services’s Royce Value Trust RVT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$784K Buy
52,100
+5,270
+11% +$79.3K 0.6% 58
2025
Q1
$667K Hold
46,830
0.54% 61
2024
Q4
$740K Buy
+46,830
New +$740K 0.61% 56