Sierra Ocean’s Royce Value Trust RVT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$292K Hold
19,563
0.21% 52
2025
Q1
$283K Hold
19,563
0.22% 48
2024
Q4
$309K Buy
+19,563
New +$309K 0.25% 47