Jackson Thornton 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 | $3.32M | Sell |
155,149
-1,541
| -1% | -$33K | 0.38% | 26 |
|
|
2025
Q1 | $2.78M | Buy |
156,690
+186
| +0.1% | +$3.3K | 0.37% | 26 |
|
|
2024
Q4 | $3.39M | Sell |
156,504
-836
| -0.5% | -$18.1K | 0.43% | 21 |
|
|
2024
Q3 | $3.48M | Sell |
157,340
-22,367
| -12% | -$494K | 0.46% | 21 |
|
|
2024
Q2 | $3.66M | Sell |
179,707
-1,741
| -1% | -$35.5K | 0.56% | 18 |
|
|
2024
Q1 | $3.86M | Buy |
181,448
+1,810
| +1% | +$38.5K | 0.65% | 15 |
|
|
2023
Q4 | $3.78M | Buy |
179,638
+165
| +0.1% | +$3.47K | 0.69% | 15 |
|
|
2023
Q3 | $3.28M | Sell |
179,473
-1,943
| -1% | -$35.5K | 0.68% | 13 |
|
|
2023
Q2 | $3.23M | Hold |
181,416
| – | – | 0.65% | 14 |
|
|
2023
Q1 | $3.18M | Buy |
+181,416
| New | +$3.18M | 0.72% | 12 |
|