Heritage Wealth Management (Ohio)’s Royce Value Trust RVT Stock Holding History

Heritage Wealth Management (Ohio)’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
2026 Q1	–	Sell
2025 Q4	$507K	Sell
2025 Q3	$542K	Hold
2025 Q2	$506K	Sell
2025 Q1	$655K	Sell
2024 Q4	$737K	Buy
2024 Q3	$712K	Sell
2024 Q2	$662K	Buy