Level Four Advisory Services’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 | $336K | Sell |
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|
2025
Q1 | $356K | Buy |
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|
2024
Q4 | $316K | Buy |
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|
2024
Q3 | $277K | Buy |
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|
2024
Q2 | $256K | Sell |
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|
2024
Q1 | $305K | Hold |
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|
2023
Q4 | $305K | Sell |
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|
2023
Q3 | $273K | Buy |
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|
2023
Q2 | $236K | Buy |
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|
2023
Q1 | $184K | Buy |
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|
2022
Q4 | $159K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $173K | Buy |
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|
2021
Q4 | $198K | Buy |
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