Wealthspire Advisors (Maryland)’s Royce Value Trust RVT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-5
| Closed | – | – | 2268 |
|
|
2017
Q1 | $0 | Sell |
5
-732
| -99% | – | ﹤0.01% | 2010 |
|
|
2016
Q4 | $10K | Hold |
737
| – | – | ﹤0.01% | 1229 |
|
|
2016
Q3 | $9K | Sell |
737
-992
| -57% | -$12.1K | ﹤0.01% | 1271 |
|
|
2016
Q2 | $20K | Buy |
1,729
+9
| +0.5% | +$104 | ﹤0.01% | 992 |
|
|
2016
Q1 | $20K | Buy |
1,720
+1,000
| +139% | +$11.6K | ﹤0.01% | 973 |
|
|
2015
Q4 | $8K | Buy |
+720
| New | +$8K | ﹤0.01% | 1255 |
|