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Prevail Innovative Wealth Advisors’s Royce Value Trust RVT Stock Holding History

Prevail Innovative Wealth Advisors’s Portfolio RVT Stock Details RVT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-46,964
Closed -$712K – 182
2024
Q1 		$712K Buy
46,964
+26,256
+127% +$398K 0.26% 105
2023
Q4 		$302K Buy
20,708
+4,103
+25% +$59.7K 0.14% 115
2023
Q3 		$214K Buy
+16,605
New +$214K 0.11% 114