LNWWM
Laird Norton Wetherby 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 | $178K | Buy |
+11,798
| New | +$178K | 0.01% | 895 |
|
|
2024
Q4 | $186K | Hold |
11,798
| – | – | 0.01% | 848 |
|
|
2024
Q3 | $185K | Hold |
11,798
| – | – | 0.01% | 880 |
|
|
2024
Q2 | $171K | Buy |
11,798
+228
| +2% | +$3.3K | 0.01% | 862 |
|
|
2024
Q1 | $176K | Buy |
+11,570
| New | +$176K | 0.01% | 894 |
|
|
2023
Q4 | – | Sell |
-13,881
| Closed | -$179K | – | 954 |
|
|
2023
Q3 | $179K | Buy |
13,881
+159
| +1% | +$2.05K | 0.01% | 823 |
|
|
2023
Q2 | $189K | Buy |
+13,722
| New | +$189K | 0.01% | 859 |
|
|
2022
Q4 | – | Sell |
-10,743
| Closed | -$135K | – | 931 |
|
|
2022
Q3 | $135K | Buy |
10,743
+425
| +4% | +$5.34K | 0.01% | 825 |
|
|
2022
Q2 | $144K | Sell |
10,318
-3,349
| -25% | -$46.7K | 0.01% | 841 |
|
|
2022
Q1 | $232K | Buy |
+13,667
| New | +$232K | 0.01% | 805 |
|