JWA
JFS Wealth Advisors’s Royce Value Trust RVT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-209
| Closed | -$3.04K | – | 2029 |
|
|
2023
Q4 | $3.04K | Buy |
209
+4
| +2% | +$58 | ﹤0.01% | 1253 |
|
|
2023
Q3 | $2.63K | Buy |
205
+4
| +2% | +$51 | ﹤0.01% | 1254 |
|
|
2023
Q2 | $2.77K | Buy |
201
+4
| +2% | +$55 | ﹤0.01% | 1259 |
|
|
2023
Q1 | $2.67K | Buy |
197
+4
| +2% | +$54 | ﹤0.01% | 1250 |
|
|
2022
Q4 | $2.56K | Buy |
+193
| New | +$2.56K | ﹤0.01% | 1274 |
|