Sax Wealth Advisors’s EA Bridgeway Omni Small-Cap Value ETF BSVO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $605K | Hold |
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|
2025
Q2 | $544K | Hold |
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|
2025
Q1 | $519K | Hold |
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|
2024
Q4 | $578K | Sell |
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|
2024
Q3 | $629K | Hold |
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|
2024
Q2 | $580K | Hold |
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|
2024
Q1 | $606K | Hold |
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|
2023
Q4 | $599K | Sell |
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|
2023
Q3 | $553K | Hold |
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|
2023
Q2 | $539K | Hold |
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|
2023
Q1 | $530K | Buy |
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