Vista Investment Partners II’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
$352K Sell
23,394
-7
-0% -$105 0.17% 102
2025
Q1
$333K Buy
23,401
+154
+0.7% +$2.19K 0.18% 96
2024
Q4
$367K Buy
+23,247
New +$367K 0.22% 88