SWA
Sax Wealth Advisors’s EA Bridgeway Omni Small-Cap Value ETF BSVO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $544K | Hold |
26,687
| – | – | 0.03% | 244 |
|
|
2025
Q1 | $519K | Hold |
26,687
| – | – | 0.04% | 214 |
|
|
2024
Q4 | $578K | Sell |
26,687
-1,796
| -6% | -$38.9K | 0.05% | 178 |
|
|
2024
Q3 | $629K | Hold |
28,483
| – | – | 0.06% | 135 |
|
|
2024
Q2 | $580K | Hold |
28,483
| – | – | 0.06% | 132 |
|
|
2024
Q1 | $606K | Hold |
28,483
| – | – | 0.07% | 103 |
|
|
2023
Q4 | $599K | Sell |
28,483
-1,771
| -6% | -$37.2K | 0.1% | 107 |
|
|
2023
Q3 | $553K | Hold |
30,254
| – | – | 0.11% | 104 |
|
|
2023
Q2 | $539K | Hold |
30,254
| – | – | 0.11% | 105 |
|
|
2023
Q1 | $530K | Buy |
+30,254
| New | +$530K | 0.12% | 105 |
|