EWA
RMT

EP Wealth Advisors’s Royce Micro-Cap Trust RMT Stock Holding History

EP Wealth Advisors’s Portfolio RMT Stock Details RMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$379K Sell
2025
Q1 		$350K Sell
2024
Q4 		$551K Sell
2024
Q3 		$560K Buy
2024
Q2 		$507K Buy
2024
Q1 		$512K Buy
2023
Q4 		$492K Buy
2023
Q3 		$431K Sell
2023
Q2 		$447K Buy
2023
Q1 		$841K Buy