Crestwood Advisors Group’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 | $226K | Hold |
11,069
| – | – | ﹤0.01% | 496 |
|
|
2025
Q1 | $215K | Hold |
11,069
| – | – | ﹤0.01% | 474 |
|
|
2024
Q4 | $240K | Hold |
11,069
| – | – | ﹤0.01% | 420 |
|
|
2024
Q3 | $245K | Hold |
11,069
| – | – | ﹤0.01% | 397 |
|
|
2024
Q2 | $226K | Hold |
11,069
| – | – | ﹤0.01% | 398 |
|
|
2024
Q1 | $235K | Hold |
11,069
| – | – | 0.01% | 387 |
|
|
2023
Q4 | $233K | Hold |
11,069
| – | – | 0.01% | 367 |
|
|
2023
Q3 | $202K | Buy |
+11,069
| New | +$202K | 0.01% | 349 |
|