Graves Light Lenhart Wealth’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 | $165K | Hold |
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|
2025
Q2 | $154K | Hold |
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|
2025
Q1 | $146K | Hold |
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|
2024
Q4 | $162K | Hold |
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|
2024
Q3 | $161K | Hold |
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|
2024
Q2 | $146K | Hold |
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|
2024
Q1 | $156K | Hold |
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|
2023
Q4 | $149K | Hold |
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|
2023
Q3 | $130K | Hold |
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|
2023
Q2 | $141K | Hold |
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|
2023
Q1 | $139K | Hold |
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|
2022
Q4 | $136K | Hold |
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|
2022
Q3 | $129K | Hold |
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|
2022
Q2 | $143K | Hold |
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|
2022
Q1 | $174K | Hold |
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|
2021
Q4 | $201K | Hold |
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|
2021
Q3 | $185K | Hold |
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|
2021
Q2 | $194K | Hold |
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|
2021
Q1 | $186K | Hold |
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|
2020
Q4 | $165K | Hold |
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|
2020
Q3 | $130K | Hold |
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|
2020
Q2 | $129K | Hold |
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|
2020
Q1 | $99K | Hold |
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|
2019
Q4 | $151K | Hold |
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|
2019
Q3 | $143K | Hold |
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|
2019
Q2 | $143K | Hold |
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|
2019
Q1 | $141K | Hold |
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|
2018
Q4 | $121K | Buy |
|