Future Financial Wealth Management’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 | $75.3K | Hold |
5,000
| – | – | 0.05% | 196 |
|
|
2025
Q1 | $71.2K | Hold |
5,000
| – | – | 0.05% | 196 |
|
|
2024
Q4 | $79K | Hold |
5,000
| – | – | 0.06% | 189 |
|
|
2024
Q3 | $78.5K | Buy |
+5,000
| New | +$78.5K | 0.06% | 197 |
|
|
2024
Q2 | – | Sell |
-5,000
| Closed | -$75.9K | – | 382 |
|
|
2024
Q1 | $75.9K | Buy |
+5,000
| New | +$75.9K | 0.06% | 207 |
|
|
2022
Q2 | – | Sell |
-5,000
| Closed | -$85K | – | 412 |
|
|
2022
Q1 | $85K | Hold |
5,000
| – | – | 0.07% | 204 |
|
|
2021
Q4 | $98K | Buy |
+5,000
| New | +$98K | 0.08% | 196 |
|