A detailed history of Focused Wealth Management, Inc transactions in Royce Value Trust, Inc. stock. As of the latest transaction made, Focused Wealth Management, Inc holds 53,674 shares of RVT stock, worth $855,026. This represents 0.11% of its overall portfolio holdings.

Number of Shares
53,674
Previous 52,847 1.56%
Holding current value
$855,026
Previous $764,000 10.34%
% of portfolio
0.11%
Previous 0.11%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024

BUY
$14.28 - $16.01 $11,809 - $13,240
827 Added 1.56%
53,674 $843,000
Q2 2024

Jul 30, 2024

BUY
$13.85 - $15.17 $38,890 - $42,597
2,808 Added 5.61%
52,847 $764,000
Q1 2024

May 08, 2024

SELL
$13.77 - $15.17 $45,482 - $50,106
-3,303 Reduced 6.19%
50,039 $759,000
Q4 2023

Jan 10, 2024

SELL
$11.93 - $14.72 $9,937 - $12,261
-833 Reduced 1.54%
53,342 $776,000
Q3 2023

Nov 01, 2023

BUY
$12.65 - $14.39 $14,066 - $16,001
1,112 Added 2.1%
54,175 $697,000
Q2 2023

Aug 08, 2023

BUY
$12.57 - $13.8 $22,864 - $25,102
1,819 Added 3.55%
53,063 $732,000
Q1 2023

Apr 13, 2023

BUY
$12.72 - $15.35 $470,347 - $567,596
36,977 Added 259.18%
51,244 $695,000
Q4 2022

Jan 13, 2023

SELL
$12.33 - $15.13 $777,505 - $954,067
-63,058 Reduced 81.55%
14,267 $0
Q3 2022

Oct 20, 2022

SELL
$12.51 - $16.49 $1,113 - $1,467
-89 Reduced 0.11%
77,325 $970,000
Q2 2022

Aug 04, 2022

BUY
$13.42 - $17.18 $12,185 - $15,599
908 Added 1.19%
77,414 $1.08 Million
Q1 2022

Apr 29, 2022

BUY
$15.86 - $19.56 $1.21 Million - $1.5 Million
76,506 New
76,506 $1.3 Million

Others Institutions Holding RVT

About ROYCE VALUE TRUST, INC.


  • Ticker RVT
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Description
  • Royce Value Trust Inc. is a close ended equity mutual fund launched and managed by Royce & Associates, LLC. It invests in the public equity markets of the United States. The fund spreads its investments across diversified sectors. It invests in value oriented stocks of small cap and micro cap companies. The fund benchmarks the performance of...
More about RVT
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