United Capital Financial Advisors’s Royce Value Trust RVT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-10,000
| Closed | -$190K | – | 1232 |
|
|
2021
Q2 | $190K | Hold |
10,000
| – | – | ﹤0.01% | 1168 |
|
|
2021
Q1 | $181K | Hold |
10,000
| – | – | ﹤0.01% | 1134 |
|
|
2020
Q4 | $161K | Hold |
10,000
| – | – | ﹤0.01% | 1135 |
|
|
2020
Q3 | $126K | Hold |
10,000
| – | – | ﹤0.01% | 1097 |
|
|
2020
Q2 | $125K | Buy |
+10,000
| New | +$125K | ﹤0.01% | 1129 |
|