NWM
Northwest Wealth Management’s EA Bridgeway Blue Chip ETF BBLU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $198K | Sell |
14,409
-3,533
| -20% | -$48.6K | 0.04% | 200 |
|
|
2025
Q1 | $229K | Hold |
17,942
| – | – | 0.05% | 162 |
|
|
2024
Q4 | $234K | Sell |
17,942
-2,972
| -14% | -$38.8K | 0.05% | 150 |
|
|
2024
Q3 | $266K | Hold |
20,914
| – | – | 0.06% | 130 |
|
|
2024
Q2 | $252K | Sell |
20,914
-5,783
| -22% | -$69.7K | 0.07% | 140 |
|
|
2024
Q1 | $312K | Sell |
26,697
-1,137
| -4% | -$13.3K | 0.09% | 121 |
|
|
2023
Q4 | $289K | Sell |
27,834
-3,179
| -10% | -$33K | 0.09% | 123 |
|
|
2023
Q3 | $297K | Sell |
31,013
-200
| -0.6% | -$1.92K | 0.11% | 112 |
|
|
2023
Q2 | $307K | Sell |
31,213
-280
| -0.9% | -$2.76K | 0.11% | 113 |
|
|
2023
Q1 | $279K | Sell |
31,493
-4,291
| -12% | -$38.1K | 0.11% | 118 |
|
|
2022
Q4 | $288K | Buy |
+35,784
| New | +$288K | 0.12% | 110 |
|