Concert Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
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|
2017
Q1 | $309K | Hold |
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|
2016
Q4 | $309K | Sell |
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|
2016
Q3 | $297K | Buy |
|
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|
2016
Q2 | $276K | Buy |
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|
2016
Q1 | $257K | Buy |
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|
2015
Q4 | $259K | Buy |
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|
2015
Q3 | $247K | Buy |
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|
2015
Q2 | $278K | Sell |
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|
2015
Q1 | $297K | Sell |
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|
2014
Q4 | $312K | Buy |
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|
2014
Q3 | $346K | Sell |
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|
2014
Q2 | $359K | Buy |
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|
2014
Q1 | $358K | Buy |
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|
2013
Q4 | $366K | Buy |
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|
2013
Q3 | $313K | Sell |
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|
2013
Q2 | $294K | Buy |
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