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Modern Wealth Management’s Royce Value Trust RVT Stock Holding History

Modern Wealth Management’s Portfolio RVT Stock Details RVT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$7.74M Sell
514,049
-26,281
-5% -$396K 0.19% 116
2025
Q1 		$7.69M Buy
540,330
+2,471
+0.5% +$35.2K 0.25% 89
2024
Q4 		$8.5M Buy
+537,859
New +$8.5M 0.32% 75