IFP Advisors’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 | $2.5K | Hold |
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|
2025
Q2 | $2.33K | Hold |
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|
2025
Q1 | $2.21K | Hold |
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|
2024
Q4 | $2.45K | Hold |
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|
2024
Q3 | $2.43K | Hold |
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|
2024
Q2 | $2.24K | Hold |
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|
2024
Q1 | $2.35K | Hold |
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|
2023
Q4 | $2.26K | Hold |
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|
2023
Q3 | $2K | Hold |
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|
2023
Q2 | $2.14K | Hold |
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|
2023
Q1 | $2.52K | Sell |
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|
2022
Q4 | $54K | Buy |
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|
2022
Q3 | $50K | Sell |
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|
2022
Q2 | $52K | Hold |
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|
2022
Q1 | $52K | Buy |
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|
2019
Q1 | $34K | Sell |
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|
2018
Q4 | $36K | Sell |
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|
2018
Q3 | $163K | Buy |
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|
2018
Q2 | $135K | Buy |
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|
2018
Q1 | $94K | Hold |
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|
2017
Q4 | $94K | Sell |
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|
2017
Q3 | $172K | Buy |
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|
2017
Q2 | $144K | Buy |
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|
2017
Q1 | $71K | Sell |
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|
2016
Q4 | $76K | Sell |
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|
2016
Q3 | $92K | Sell |
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|
2016
Q2 | $123K | Buy |
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|
2016
Q1 | $34K | Sell |
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|
2015
Q4 | $99K | Buy |
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