Forum Financial 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 | $13.6M | Sell |
668,104
-1,943
| -0.3% | -$39.6K | 0.21% | 28 |
|
|
2025
Q1 | $13M | Buy |
670,047
+4,898
| +0.7% | +$95.2K | 0.22% | 29 |
|
|
2024
Q4 | $14.4M | Sell |
665,149
-62,612
| -9% | -$1.36M | 0.24% | 28 |
|
|
2024
Q3 | $16.1M | Sell |
727,761
-9,733
| -1% | -$215K | 0.27% | 27 |
|
|
2024
Q2 | $15M | Sell |
737,494
-9,081
| -1% | -$185K | 0.27% | 26 |
|
|
2024
Q1 | $15.9M | Sell |
746,575
-11,274
| -1% | -$240K | 0.27% | 27 |
|
|
2023
Q4 | $15.9M | Sell |
757,849
-18,239
| -2% | -$383K | 0.3% | 22 |
|
|
2023
Q3 | $14.2M | Sell |
776,088
-7,924
| -1% | -$145K | 0.31% | 21 |
|
|
2023
Q2 | $14M | Sell |
784,012
-46,423
| -6% | -$828K | 0.31% | 21 |
|
|
2023
Q1 | $14.6M | Buy |
+830,435
| New | +$14.6M | 0.42% | 21 |
|