Tradition Wealth Management’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
Q2
$189K Sell
2025
Q1
$188K Sell
2024
Q4
$245K Sell
2024
Q3
$299K Sell
2024
Q2
$312K Buy
2024
Q1
$317K Sell
2023
Q4
$313K Sell
2023
Q3
$303K Buy
2023
Q2
$316K Buy
2023
Q1
$310K Sell
2022
Q4
$310K Sell
2022
Q3
$312K Buy
2022
Q2
$289K Buy
2022
Q1
$299K Buy
2021
Q4
$198K Buy