AE Wealth Management’s EA Bridgeway Omni Small-Cap Value ETF BSVO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $191K | Hold |
9,361
| – | – | ﹤0.01% | 1326 |
|
|
2025
Q1 | $182K | Hold |
9,361
| – | – | ﹤0.01% | 1303 |
|
|
2024
Q4 | $203K | Sell |
9,361
-213
| -2% | -$4.61K | ﹤0.01% | 1270 |
|
|
2024
Q3 | $211K | Buy |
+9,574
| New | +$211K | ﹤0.01% | 1158 |
|
|
2024
Q2 | – | Sell |
-9,576
| Closed | -$204K | – | 1239 |
|
|
2024
Q1 | $204K | Buy |
+9,576
| New | +$204K | ﹤0.01% | 1090 |
|