Shaker Financial Services, LLC RVT Holdings History
Shaker Financial Services, LLC's Royce Value Trust Inc Holding Summary
As of 2025-03-31, Shaker Financial Services, LLC held 284,397.00 shares of Royce Value Trust Inc(RVT), totaling $4.05 Mil. This investment constitutes 1.58% of their stock portfolio, and Shaker Financial Services, LLC now holds 0.24% of the outstanding Royce Value Trust Inc(RVT) stock.
The initial trade took place in 2013Q4. And since then Shaker Financial Services, LLC has made 20 purchases of RVT, at an average price of $14.67, for a total of 1.86 Mil shares. In addition, there have been 15 sales at an average price of $14.04 for 1.57 Mil shares. Based on historical transaction data and RVT's current price of $15.25, Shaker Financial Services, LLC's estimated gain on his RVT holdings is $-821,453.41, reflecting a -3.02% gain to date.
Shaker Financial Services, LLC RVT ($15.25) Holding Chart
Shaker Financial Services, LLC RVT ($15.25) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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