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EP Wealth Advisors’s Royce Value Trust RVT Stock Holding History

EP Wealth Advisors’s Portfolio RVT Stock Details RVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-13,025
Closed -$206K – 1361
2024
Q4 		$206K Buy
13,025
+1,070
+9% +$16.9K ﹤0.01% 1066
2024
Q3 		$188K Buy
+11,955
New +$188K ﹤0.01% 1062