HWMO
RMT

Heritage Wealth Management (Ohio)’s Royce Micro-Cap Trust RMT Stock Holding History

Heritage Wealth Management (Ohio)’s Portfolio RMT Stock Details RMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$114K Sell
12,345
-7,337
-37% -$67.9K 0.04% 236
2025
Q1 		$166K Buy
+19,682
New +$166K 0.06% 225
2024
Q4 		– Sell
-19,259
Closed -$185K – 235
2024
Q3 		$185K Buy
+19,259
New +$185K 0.06% 224