Focused Wealth Management’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
Q3 | $1.03M | Sell |
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|
2025
Q2 | $969K | Buy |
|
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|
2025
Q1 | $893K | Buy |
|
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|
2024
Q4 | $962K | Buy |
|
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|
2024
Q3 | $843K | Buy |
|
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|
2024
Q2 | $765K | Buy |
|
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|
2024
Q1 | $759K | Sell |
|
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|
2023
Q4 | $777K | Sell |
|
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|
2023
Q3 | $697K | Buy |
|
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|
2023
Q2 | $732K | Buy |
|
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|
2023
Q1 | $695K | Buy |
|
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|
2022
Q4 | $189K | Sell |
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|
2022
Q3 | $970K | Sell |
|
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|
2022
Q2 | $1.08M | Buy |
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|
2022
Q1 | $1.3M | Buy |
|