JP Morgan Private Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $470K | Buy |
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|
2023
Q2 | $495K | Sell |
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|
2023
Q1 | $553K | Buy |
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|
2022
Q4 | $535K | Buy |
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|
2022
Q3 | $496K | Sell |
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|
2022
Q2 | $563K | Buy |
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|
2022
Q1 | $668K | Sell |
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|
2021
Q4 | $818K | Buy |
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|
2021
Q3 | $666K | Buy |
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|
2021
Q2 | $661K | Sell |
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|
2021
Q1 | $764K | Sell |
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|
2020
Q4 | $737K | Buy |
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|
2020
Q3 | $569K | Buy |
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|
2020
Q2 | $553K | Sell |
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|
2020
Q1 | $459K | Sell |
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|
2019
Q4 | $711K | Sell |
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|
2019
Q3 | $667K | Sell |
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|
2019
Q2 | $757K | Sell |
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|
2019
Q1 | $1.28M | Buy |
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|
2018
Q4 | $544K | Buy |
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