WealthPLAN Partners’s Royce Value Trust RVT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-2,314	Closed	-$31.9K	–	984
2023 Q2	$31.9K	Hold	2,314	–	–	﹤0.01%	589
2023 Q1	$31.4K	Buy	+2,314	New	+$31.4K	﹤0.01%	636