Golden State Wealth Management’s Royce Value Trust RVT Stock Holding History

Golden State Wealth Management’s Portfolio RVT Stock Details RVT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$129	Hold
2025 Q2	$120	Buy
2019 Q4	–	Sell
2019 Q3	$87K	Sell
2019 Q2	$187K	Buy