Oak Root LLC’s SPDR S&P 400 Mid Cap Growth ETF MDYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-27,030
| Closed | -$2.15M | – | 12 |
|
|
2025
Q1 | $2.15M | Buy |
27,030
+873
| +3% | +$69.4K | 0.29% | 14 |
|
|
2024
Q4 | $2.27M | Sell |
26,157
-4,203
| -14% | -$365K | 0.3% | 14 |
|
|
2024
Q3 | $2.66M | Buy |
30,360
+485
| +2% | +$42.6K | 0.34% | 14 |
|
|
2024
Q2 | $2.51M | Buy |
29,875
+647
| +2% | +$54.4K | 0.33% | 14 |
|
|
2024
Q1 | $2.55M | Buy |
29,228
+4,117
| +16% | +$359K | 0.34% | 14 |
|
|
2023
Q4 | $1.9M | Buy |
+25,111
| New | +$1.9M | 0.29% | 13 |
|