LPL Financial’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 | $2.1M | Buy |
103,177
+1,836
| +2% | +$37.4K | ﹤0.01% | 3056 |
|
2025
Q1 | $1.97M | Buy |
101,341
+3,952
| +4% | +$76.8K | ﹤0.01% | 2956 |
|
2024
Q4 | $2.11M | Buy |
97,389
+80,089
| +463% | +$1.73M | ﹤0.01% | 2799 |
|
2024
Q3 | $382K | Buy |
17,300
+1,400
| +9% | +$30.9K | ﹤0.01% | 4161 |
|
2024
Q2 | $324K | Hold |
15,900
| – | – | ﹤0.01% | 4132 |
|
2024
Q1 | $338K | Buy |
15,900
+617
| +4% | +$13.1K | ﹤0.01% | 4041 |
|
2023
Q4 | $321K | Buy |
15,283
+907
| +6% | +$19.1K | ﹤0.01% | 3979 |
|
2023
Q3 | $263K | Sell |
14,376
-300
| -2% | -$5.48K | ﹤0.01% | 3984 |
|
2023
Q2 | $262K | Hold |
14,676
| – | – | ﹤0.01% | 3919 |
|
2023
Q1 | $257K | Buy |
+14,676
| New | +$257K | ﹤0.01% | 3837 |
|