Curio Wealth’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
Sell
-1
Closed -$15.8K 391
2025
Q1
$15.8K Sell
1
-999
-100% -$15.8M 0.01% 197
2024
Q4
$15.8K Buy
+1,000
New +$15.8K 0.01% 188