David J. Yvars Group’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
Q2 | $442K | Buy |
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|
2025
Q1 | $401K | Buy |
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|
2024
Q4 | $438K | Sell |
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|
2024
Q3 | $461K | Sell |
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|
2024
Q2 | $455K | Sell |
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|
2024
Q1 | $528K | Sell |
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|
2023
Q4 | $565K | Sell |
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|
2023
Q3 | $549K | Sell |
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|
2023
Q2 | $621K | Buy |
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|
2023
Q1 | $600K | Buy |
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|
2022
Q4 | $511K | Buy |
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|
2022
Q3 | $463K | Sell |
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|
2022
Q2 | $565K | Buy |
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|
2022
Q1 | $665K | Buy |
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|
2021
Q4 | $599K | Hold |
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|
2021
Q3 | $559K | Hold |
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|
2021
Q2 | $582K | Hold |
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|
2021
Q1 | $553K | Hold |
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|
2020
Q4 | $496K | Buy |
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