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

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

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Bought

Maintained

Sold

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