Wealth Quarterback’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 | $20K | Buy |
1,087
+21
| +2% | +$386 | 0.01% | 359 |
|
2021
Q2 | $21K | Buy |
+1,066
| New | +$21K | 0.01% | 346 |
|
2020
Q2 | – | Sell |
-979
| Closed | -$9.47K | – | 627 |
|
2020
Q1 | $9.47K | Buy |
979
+20
| +2% | +$193 | 0.01% | 484 |
|
2019
Q4 | $14.2K | Buy |
+959
| New | +$14.2K | 0.01% | 442 |
|