Lauterbach Financial Advisors’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 | $6.95M | Sell |
340,954
-6,301
| -2% | -$128K | 3.82% | 7 |
|
|
2025
Q1 | $6.75M | Buy |
347,255
+1,365
| +0.4% | +$26.5K | 4.21% | 7 |
|
|
2024
Q4 | $7.49M | Sell |
345,890
-2,204
| -0.6% | -$47.7K | 4.54% | 6 |
|
|
2024
Q3 | $7.69M | Sell |
348,094
-31,904
| -8% | -$705K | 4.68% | 6 |
|
|
2024
Q2 | $8.07M | Buy |
379,998
+37,170
| +11% | +$789K | 5.31% | 6 |
|
|
2024
Q1 | $7.29M | Buy |
342,828
+10,050
| +3% | +$214K | 4.79% | 6 |
|
|
2023
Q4 | $6.99M | Buy |
332,778
+15,041
| +5% | +$316K | 4.87% | 6 |
|
|
2023
Q3 | $5.81M | Sell |
317,737
-2,281
| -0.7% | -$41.7K | 4.56% | 6 |
|
|
2023
Q2 | $5.71M | Sell |
320,018
-1,976
| -0.6% | -$35.2K | 4.36% | 6 |
|
|
2023
Q1 | $5.64M | Buy |
+321,994
| New | +$5.64M | 4.56% | 6 |
|