Stolper & Co’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $829K | Buy |
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|
2025
Q2 | $760K | Buy |
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|
2025
Q1 | $695K | Buy |
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|
2024
Q4 | $751K | Buy |
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|
2024
Q3 | $736K | Buy |
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|
2024
Q2 | $672K | Buy |
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|
2024
Q1 | $694K | Buy |
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|
2023
Q4 | $651K | Buy |
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|
2023
Q3 | $552K | Buy |
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|
2023
Q2 | $588K | Sell |
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|
2023
Q1 | $593K | Sell |
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|
2022
Q4 | $614K | Sell |
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|
2022
Q3 | $590K | Buy |
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|
2022
Q2 | $627K | Buy |
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|
2022
Q1 | $742K | Buy |
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|
2021
Q4 | $794K | Buy |
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|
2021
Q3 | $671K | Buy |
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|
2021
Q2 | $673K | Buy |
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|
2021
Q1 | $642K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $112K | Buy |
|