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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$128K	Hold
2025 Q2	$114K	Sell
2025 Q1	$166K	Buy
2024 Q4	–	Sell
2024 Q3	$185K	Buy