Daymark Wealth Partners’s Royce Value Trust RVT Stock Holding History

Daymark Wealth Partners’s Portfolio RVT Stock Details RVT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$358K	Buy
2025 Q1	$338K	Sell
2024 Q4	$479K	Sell
2024 Q3	$555K	Sell
2024 Q2	$545K	Sell
2024 Q1	$689K	Sell
2023 Q4	$720K	Sell
2023 Q3	$659K	Sell
2023 Q2	$872K	Buy
2023 Q1	$314K	Buy