Mascoma 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 | $154K | Hold |
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|
2025
Q1 | $145K | Hold |
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|
2024
Q4 | $161K | Hold |
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|
2024
Q3 | $160K | Hold |
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|
2024
Q2 | $148K | Hold |
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|
2024
Q1 | $155K | Hold |
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|
2023
Q4 | $149K | Sell |
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|
2023
Q3 | $138K | Sell |
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|
2023
Q2 | $153K | Hold |
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|
2023
Q1 | $140K | Hold |
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|
2022
Q4 | $143K | Hold |
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|
2022
Q3 | $136K | Hold |
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|
2022
Q2 | $151K | Hold |
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|
2022
Q1 | $184K | Hold |
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|
2021
Q4 | $212K | Hold |
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|
2021
Q3 | $195K | Buy |
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|
2021
Q2 | $203K | Hold |
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|
2021
Q1 | $194K | Hold |
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|
2020
Q4 | $173K | Buy |
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|
2019
Q3 | $196K | Sell |
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|
2019
Q2 | $256K | Sell |
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|
2019
Q1 | $475K | Sell |
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|
2018
Q4 | $489K | Sell |
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|
2018
Q3 | $1.42M | Buy |
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|
2018
Q2 | $1.12M | Buy |
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|
2018
Q1 | $995K | Buy |
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|
2017
Q4 | $892K | Buy |
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|
2017
Q3 | $595K | Sell |
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|
2017
Q2 | $560K | Buy |
|