Pinnacle Wealth Planning 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $6.39K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $231K | Sell |
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|
2021
Q4 | $311K | Sell |
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|
2021
Q3 | $287K | Buy |
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|
2021
Q2 | $291K | Sell |
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|
2021
Q1 | $287K | Sell |
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|
2020
Q4 | $271K | Sell |
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|
2020
Q3 | $227K | Buy |
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|
2020
Q2 | $222K | Buy |
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|
2020
Q1 | $152K | Buy |
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|
2019
Q4 | $206K | Sell |
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|
2019
Q3 | $199K | Buy |
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|
2019
Q2 | $194K | Sell |
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|
2019
Q1 | $195K | Buy |
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|
2018
Q4 | $121K | Buy |
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