Wealth Enhancement Advisory Services’s Royce Value Trust RVT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$189K Sell
12,175
-18,674
-61% -$290K ﹤0.01% 2991
2025
Q1
$439K Buy
30,849
+16,966
+122% +$242K ﹤0.01% 2137
2024
Q4
$219K Buy
+13,883
New +$219K ﹤0.01% 2606