LJI 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 | $560K | Sell |
27,461
-1,143
| -4% | -$23.3K | 0.1% | 86 |
|
|
2025
Q1 | $556K | Sell |
28,604
-354
| -1% | -$6.88K | 0.11% | 78 |
|
|
2024
Q4 | $627K | Sell |
28,958
-47
| -0.2% | -$1.02K | 0.12% | 74 |
|
|
2024
Q3 | $641K | Sell |
29,005
-392
| -1% | -$8.66K | 0.13% | 81 |
|
|
2024
Q2 | $599K | Sell |
29,397
-696
| -2% | -$14.2K | 0.13% | 79 |
|
|
2024
Q1 | $640K | Sell |
30,093
-2,699
| -8% | -$57.4K | 0.17% | 64 |
|
|
2023
Q4 | $689K | Sell |
32,792
-180
| -0.5% | -$3.78K | 0.18% | 68 |
|
|
2023
Q3 | $603K | Sell |
32,972
-389,004
| -92% | -$7.11M | 0.17% | 68 |
|
|
2023
Q2 | $590K | Buy |
421,976
+388,891
| +1,175% | +$544K | 0.17% | 66 |
|
|
2023
Q1 | $580K | Buy |
+33,085
| New | +$580K | 0.18% | 60 |
|