Royce Value Trust shares owned by Coastal Investment Advisors
Quarter-by-quarter ownership of Royce Value Trust (RVT) shares owned by Coastal Investment Advisors
from 13F filings
Historical chart of Coastal Investment Advisors investment in Royce Value Trust
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Quarterly reported holdings in Royce Value Trust by Coastal Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $665k | 44k | 15.17 |
| 2023-12-31 | $645k | 44k | 14.56 |
| 2023-09-30 | $585k | 42k | 13.80 |
| 2023-06-30 | $585k | 42k | 13.80 |
| 2023-03-31 | $581k | 43k | 13.57 |
| 2022-12-31 | $550k | 42k | 13.26 |
| 2022-09-30 | $503k | 40k | 12.54 |
| 2022-06-30 | $534k | 38k | 14.25 |
| 2022-03-31 | $561k | 33k | 17.00 |
| 2021-12-31 | $524k | 27k | 19.60 |
| 2021-09-30 | $427k | 24k | 18.03 |
| 2021-06-30 | $442k | 23k | 18.97 |
| 2021-03-31 | $405k | 22k | 18.12 |
| 2020-12-31 | $353k | 22k | 16.15 |
| 2020-09-30 | $275k | 22k | 12.65 |
| 2020-06-30 | $308k | 25k | 12.54 |
| 2020-03-31 | $222k | 23k | 9.67 |
| 2019-12-31 | $293k | 22k | 13.33 |
| 2019-09-30 | $315k | 22k | 14.17 |
| 2019-06-30 | $305k | 22k | 13.67 |
| 2019-03-31 | $179k | 13k | 13.57 |
More positions owned by Coastal Investment Advisors
View all positions for Coastal Investment Advisors