TWA
TCI Wealth Advisors’s Royce Value Trust RVT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-63
| Closed | -$1K | – | 1001 |
|
|
2015
Q1 | $1K | Buy |
+63
| New | +$1K | ﹤0.01% | 825 |
|
|
2014
Q3 | – | Sell |
-1,000
| Closed | -$16K | – | 911 |
|
|
2014
Q2 | $16K | Hold |
1,000
| – | – | 0.01% | 381 |
|
|
2014
Q1 | $16K | Hold |
1,000
| – | – | 0.01% | 351 |
|
|
2013
Q4 | $16K | Buy |
+1,000
| New | +$16K | 0.01% | 359 |
|