Sargent Bickham Lagudis’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $12.2K | Buy |
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|
2022
Q3 | $11K | Buy |
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|
2022
Q2 | $12K | Sell |
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|
2022
Q1 | $34K | Buy |
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|
2021
Q4 | $38K | Buy |
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|
2021
Q3 | $35K | Buy |
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|
2021
Q2 | $36K | Buy |
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|
2021
Q1 | $20K | Buy |
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|
2020
Q4 | $16K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $31K | Hold |
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|
2019
Q3 | $29K | Hold |
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|
2019
Q2 | $29K | Hold |
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|
2019
Q1 | $29K | Hold |
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|
2018
Q4 | $25K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $75K | Buy |
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