Royce Value Trust shares owned by Spire Wealth Management
Quarter-by-quarter ownership of Royce Value Trust (RVT) shares owned by Spire Wealth Management
from 13F filings
Historical chart of Spire Wealth Management investment in Royce Value Trust
Tip: Access up to 7 years of quarterly data
All positions including Royce Value Trust held by Spire Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Royce Value Trust by Spire Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $204k | 14k | 15.17 |
| 2023-12-31 | $189k | 14k | 14.08 |
| 2023-09-30 | $173k | 14k | 12.87 |
| 2023-06-30 | $186k | 14k | 13.80 |
| 2023-03-31 | $141k | 10k | 13.57 |
| 2022-12-31 | $74k | 5.6k | 13.23 |
| 2022-06-30 | $12k | 841 | 14.27 |
| 2022-03-31 | $32k | 1.9k | 16.92 |
| 2021-12-31 | $37k | 1.9k | 19.57 |
| 2021-09-30 | $43k | 2.4k | 17.98 |
| 2021-06-30 | $32k | 1.7k | 18.92 |
| 2021-03-31 | $40k | 2.2k | 17.95 |