Parisi Gray 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
Q3 | – | Sell |
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|
2025
Q2 | $186K | Buy |
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|
2025
Q1 | $172K | Buy |
|
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|
2024
Q4 | $187K | Buy |
|
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|
2024
Q3 | $181K | Buy |
|
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|
2024
Q2 | $164K | Buy |
|
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|
2024
Q1 | $169K | Buy |
|
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|
2023
Q4 | $159K | Buy |
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|
2023
Q3 | $137K | Buy |
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|
2023
Q2 | – | Sell |
|
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|
2023
Q1 | $140K | Buy |
|
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|
2022
Q4 | $134K | Buy |
|
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|
2021
Q3 | – | Sell |
|
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|
2021
Q2 | $165K | Buy |
|