Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 5 buys in history.
Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| ROYCE MICRO-CAP TRUST, INC. | 5,000 | reported | 22 Mar 2024 | tx 2+5,000 |
| ROYCE SMALL-CAP TRUST, INC. | 4,714 | reported | 17 Dec 2025 | tx 3+4,186 |
| ROYCE GLOBAL VALUE TRUST, INC. | 0 | reported | 30 Jun 2025 | tx 3+5,000−7,214 |
2 purchases reported after at least 12 months of silence — most recent on 17 Dec 2025.
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 17 Dec 2025 | PURCHASE | ROYCE SMALL-CAP TRUST, INC. | 186 | 15.87 USD | first after silence |
| 30 Jun 2025 | SALE | ROYCE GLOBAL VALUE TRUST, INC. | 7,214 | 11.92 USD | |
| 22 Mar 2024 | PURCHASE | ROYCE SMALL-CAP TRUST, INC. | 2,000 | 14.81 USD | |
| 21 Mar 2024 | PURCHASE | ROYCE SMALL-CAP TRUST, INC. | 2,000 | 14.76 USD | first after silence |
| 22 Mar 2024 | PURCHASE | ROYCE MICRO-CAP TRUST, INC. | 2,500 | 9.28 USD |
| 21 Mar 2024 | PURCHASE | ROYCE MICRO-CAP TRUST, INC. | 2,500 | 9.25 USD |
| 04 Dec 2018 | PURCHASE | ROYCE GLOBAL VALUE TRUST, INC. | 3,000 | 9.32 USD |
| 31 Oct 2018 | PURCHASE | ROYCE GLOBAL VALUE TRUST, INC. | 2,000 | 9.33 USD |