McCarter Private Wealth Services’s Royce Value Trust RVT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$185K	Buy	+12,320	New	+$185K	0.11%	117
2025 Q1	–	Sell	-13,452	Closed	-$213K	–	109
2024 Q4	$213K	Buy	13,452 +1,330	+11%	+$21K	0.13%	97
2024 Q3	$190K	Buy	+12,122	New	+$190K	0.12%	102