Global Retirement Partners’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 | $3.13K | Buy |
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|
2025
Q2 | $2.87K | Buy |
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|
2024
Q4 | $2.92K | Buy |
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|
2024
Q3 | $2.82K | Sell |
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|
2024
Q2 | $2.63K | Buy |
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|
2024
Q1 | $2.71K | Sell |
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|
2023
Q4 | $15.6K | Buy |
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|
2023
Q3 | $2.16K | Buy |
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|
2023
Q2 | $2.33K | Buy |
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|
2023
Q1 | $2.14K | Buy |
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|
2022
Q4 | $2.17K | Buy |
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|
2022
Q3 | $2K | Buy |
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|
2022
Q2 | $2K | Buy |
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|
2022
Q1 | $2K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $3K | Buy |
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|
2021
Q2 | $3K | Buy |
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|
2021
Q1 | $3K | Buy |
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|
2020
Q4 | $2K | Buy |
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