Carson Wealth (CWM LLC)’s EA Bridgeway Omni Small-Cap Value ETF BSVO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.12M | Sell |
103,858
-11,784
| -10% | -$240K | 0.01% | 927 |
|
|
2025
Q1 | $2.25M | Sell |
115,642
-3,088
| -3% | -$60K | 0.01% | 786 |
|
|
2024
Q4 | $2.57M | Sell |
118,730
-191,934
| -62% | -$4.15M | 0.01% | 685 |
|
|
2024
Q3 | $6.86M | Sell |
310,664
-49,223
| -14% | -$1.09M | 0.03% | 378 |
|
|
2024
Q2 | $7.33M | Buy |
+359,887
| New | +$7.33M | 0.03% | 348 |
|