WFG Advisors’s Royce Value Trust RVT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $3.53M | Buy |
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|
2017
Q1 | $3.15M | Buy |
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|
2016
Q4 | $2.3M | Buy |
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|
2016
Q3 | $1.91M | Buy |
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|
2016
Q2 | $310K | Buy |
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|
2016
Q1 | $156K | Buy |
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|
2015
Q4 | $156K | Sell |
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|
2015
Q3 | $163K | Sell |
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|
2015
Q2 | $277K | Buy |
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|
2015
Q1 | $286K | Buy |
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|
2014
Q4 | $170K | Buy |
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|
2014
Q3 | $99K | Sell |
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|
2014
Q2 | $116K | Buy |
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|
2014
Q1 | $98K | Buy |
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|
2013
Q4 | $92K | Buy |
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|
2013
Q3 | $50K | Sell |
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|
2013
Q2 | $148K | Buy |
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