Moneta Group Investment 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 | $1.69M | Sell |
83,024
-23,573
| -22% | -$480K | 0.02% | 245 |
|
|
2025
Q1 | $2.07M | Sell |
106,597
-1,601
| -1% | -$31.1K | 0.03% | 207 |
|
|
2024
Q4 | $2.34M | Hold |
108,198
| – | – | 0.03% | 188 |
|
|
2024
Q3 | $2.39M | Hold |
108,198
| – | – | 0.03% | 182 |
|
|
2024
Q2 | $2.2M | Sell |
108,198
-2,447
| -2% | -$49.9K | 0.04% | 178 |
|
|
2024
Q1 | $2.35M | Hold |
110,645
| – | – | 0.04% | 179 |
|
|
2023
Q4 | $2.33M | Buy |
110,645
+53,578
| +94% | +$1.13M | 0.05% | 159 |
|
|
2023
Q3 | $1.04M | Sell |
57,067
-2,413
| -4% | -$44.1K | 0.02% | 217 |
|
|
2023
Q2 | $1.06M | Buy |
59,480
+27,056
| +83% | +$482K | 0.02% | 222 |
|
|
2023
Q1 | $568K | Buy |
+32,424
| New | +$568K | 0.01% | 295 |
|