Bartlett & Co 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 | $295K | Hold |
14,455
| – | – | ﹤0.01% | 394 |
|
|
2025
Q1 | $281K | Hold |
14,455
| – | – | ﹤0.01% | 405 |
|
|
2024
Q4 | $313K | Hold |
14,455
| – | – | ﹤0.01% | 389 |
|
|
2024
Q3 | $319K | Hold |
14,455
| – | – | ﹤0.01% | 392 |
|
|
2024
Q2 | $294K | Hold |
14,455
| – | – | ﹤0.01% | 397 |
|
|
2024
Q1 | $307K | Hold |
14,455
| – | – | ﹤0.01% | 400 |
|
|
2023
Q4 | $308K | Buy |
+14,455
| New | +$308K | 0.01% | 411 |
|