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PKS Advisory Services’s Royce Value Trust RVT Stock Holding History

PKS Advisory Services’s Portfolio RVT Stock Details RVT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-20,532
Closed -$290K – 272
2025
Q1 		$290K Buy
20,532
+1,188
+6% +$16.8K 0.08% 190
2024
Q4 		$306K Buy
+19,344
New +$306K 0.08% 186