Royce Value Trust shares owned by Tradition Wealth Management
Quarter-by-quarter ownership of Royce Value Trust (RVT) shares owned by Tradition Wealth Management
from 13F filings
Historical chart of Tradition Wealth Management investment in Royce Value Trust
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Quarterly reported holdings in Royce Value Trust by Tradition Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $299k | 19k | 15.70 |
| 2024-06-30 | $312k | 22k | 14.47 |
| 2024-03-31 | $318k | 21k | 15.17 |
| 2023-12-31 | $313k | 22k | 14.57 |
| 2023-09-30 | $303k | 24k | 12.86 |
| 2023-06-30 | $316k | 23k | 13.81 |
| 2023-03-31 | $310k | 23k | 13.56 |
| 2022-12-31 | $310k | 23k | 13.27 |
| 2022-09-30 | $312k | 25k | 12.54 |
| 2022-06-30 | $289k | 21k | 13.97 |
| 2022-03-31 | $299k | 18k | 16.98 |
| 2021-12-31 | $198k | 10k | 19.60 |
More positions owned by Tradition Wealth Management
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