EWA
EverSource Wealth Advisors’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 | $12.4M | Buy |
609,278
+10,159
| +2% | +$207K | 0.56% | 41 |
|
|
2025
Q1 | $11.6M | Buy |
599,119
+21,476
| +4% | +$417K | 0.64% | 33 |
|
|
2024
Q4 | $12.5M | Buy |
577,643
+13,388
| +2% | +$290K | 0.7% | 31 |
|
|
2024
Q3 | $12.5M | Buy |
564,255
+1,433
| +0.3% | +$31.7K | 0.79% | 28 |
|
|
2024
Q2 | $12.9M | Sell |
562,822
-7,141
| -1% | -$164K | 0.86% | 26 |
|
|
2024
Q1 | $11.4M | Buy |
569,963
+14,791
| +3% | +$295K | 0.89% | 24 |
|
|
2023
Q4 | $11.7M | Buy |
555,172
+8,767
| +2% | +$184K | 1.07% | 17 |
|
|
2023
Q3 | $9.98M | Buy |
546,405
+9,008
| +2% | +$165K | 1.06% | 18 |
|
|
2023
Q2 | $9.58M | Buy |
537,397
+43,351
| +9% | +$773K | 1.06% | 16 |
|
|
2023
Q1 | $8.66M | Buy |
+494,046
| New | +$8.66M | 1.08% | 16 |
|