JIP
Jaffetilchin Investment Partners’s Royce Value Trust RVT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $173K | Buy |
+11,515
| New | +$173K | 0.01% | 419 |
|
|
2025
Q1 | – | Sell |
-10,209
| Closed | -$161K | – | 436 |
|
|
2024
Q4 | $161K | Buy |
10,209
+1,019
| +11% | +$16.1K | 0.01% | 376 |
|
|
2024
Q3 | $144K | Buy |
+9,190
| New | +$144K | 0.01% | 399 |
|
|
2021
Q3 | – | Sell |
-22,227
| Closed | -$409K | – | 401 |
|
|
2021
Q2 | $409K | Buy |
22,227
+5,168
| +30% | +$95.1K | 0.03% | 290 |
|
|
2021
Q1 | $309K | Buy |
+17,059
| New | +$309K | 0.04% | 262 |
|