Laird Norton Wetherby Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $178K | Buy |
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|
2024
Q4 | $186K | Hold |
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|
2024
Q3 | $185K | Hold |
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|
2024
Q2 | $171K | Buy |
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|
2024
Q1 | $176K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $179K | Buy |
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|
2023
Q2 | $189K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $135K | Buy |
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|
2022
Q2 | $144K | Sell |
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|
2022
Q1 | $232K | Buy |
|