Golden State 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	$120	Buy	+8	New	+$120	﹤0.01%	1539
2019 Q4	–	Sell	-6,352	Closed	-$87K	–	731
2019 Q3	$87K	Sell	6,352 -7,153	-53%	-$98K	0.03%	334
2019 Q2	$187K	Buy	+13,505	New	+$187K	0.06%	235