Farther Finance Advisors’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 | $152K | Buy |
10,068
+3
| +0% | +$45 | ﹤0.01% | 1531 |
|
|
2025
Q1 | $144K | Buy |
10,065
+9,922
| +6,938% | +$142K | ﹤0.01% | 1360 |
|
|
2024
Q4 | $2.26K | Buy |
143
+4
| +3% | +$63 | ﹤0.01% | 2950 |
|
|
2024
Q3 | $2.19K | Buy |
139
+2
| +1% | +$31 | ﹤0.01% | 2963 |
|
|
2024
Q2 | $1.95K | Buy |
+137
| New | +$1.95K | ﹤0.01% | 2804 |
|
|
2023
Q3 | – | Sell |
-672
| Closed | -$9.27K | – | 2679 |
|
|
2023
Q2 | $9.27K | Buy |
672
+12
| +2% | +$166 | ﹤0.01% | 1222 |
|
|
2023
Q1 | $8.96K | Sell |
660
-155
| -19% | -$2.1K | ﹤0.01% | 1152 |
|
|
2022
Q4 | $10.8K | Buy |
+815
| New | +$10.8K | ﹤0.01% | 921 |
|