PBMares 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 | $1.55M | Hold |
75,896
| – | – | 0.28% | 46 |
|
|
2025
Q1 | $1.48M | Hold |
75,896
| – | – | 0.3% | 47 |
|
|
2024
Q4 | $1.64M | Buy |
75,896
+81
| +0.1% | +$1.75K | 0.34% | 46 |
|
|
2024
Q3 | $1.67M | Hold |
75,815
| – | – | 0.35% | 40 |
|
|
2024
Q2 | $1.54M | Hold |
75,815
| – | – | 0.38% | 41 |
|
|
2024
Q1 | $1.61M | Hold |
75,815
| – | – | 0.42% | 42 |
|
|
2023
Q4 | $1.59M | Buy |
75,815
+71
| +0.1% | +$1.49K | 0.48% | 36 |
|
|
2023
Q3 | $1.38M | Sell |
75,744
-2,413
| -3% | -$44.1K | 0.5% | 36 |
|
|
2023
Q2 | $1.39M | Sell |
78,157
-908
| -1% | -$16.2K | 0.5% | 39 |
|
|
2023
Q1 | $1.39M | Buy |
+79,065
| New | +$1.39M | 0.52% | 35 |
|