KSWWM
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Keyes Stange & Wooten Wealth Management’s Royce Value Trust RVT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$236K Buy
15,695
+1,648
+12% +$24.8K 0.12% 63
2025
Q1
$200K Buy
14,047
+3,312
+31% +$47.2K 0.11% 64
2024
Q4
$170K Buy
+10,735
New +$170K 0.1% 68