Marcum Wealth’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
Q1 | $1.01M | Hold |
51,742
| – | – | 0.09% | 113 |
|
|
2024
Q4 | $1.12M | Buy |
51,742
+323
| +0.6% | +$6.99K | 0.1% | 100 |
|
|
2024
Q3 | $1.14M | Hold |
51,419
| – | – | 0.11% | 96 |
|
|
2024
Q2 | $1.05M | Hold |
51,419
| – | – | 0.11% | 99 |
|
|
2024
Q1 | $1.09M | Sell |
51,419
-439
| -0.8% | -$9.34K | 0.11% | 96 |
|
|
2023
Q4 | $1.09M | Buy |
51,858
+398
| +0.8% | +$8.36K | 0.12% | 90 |
|
|
2023
Q3 | $940K | Hold |
51,460
| – | – | 0.11% | 91 |
|
|
2023
Q2 | $918K | Hold |
51,460
| – | – | 0.11% | 100 |
|
|
2023
Q1 | $902K | Buy |
+51,460
| New | +$902K | 0.11% | 103 |
|