ORL
Oak Root LLC’s SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-25,994
| Closed | -$2.16M | – | 14 |
|
|
2025
Q1 | $2.16M | Buy |
25,994
+1,029
| +4% | +$85.4K | 0.29% | 13 |
|
|
2024
Q4 | $2.26M | Buy |
24,965
+3,432
| +16% | +$310K | 0.29% | 15 |
|
|
2024
Q3 | $2M | Sell |
21,533
-358
| -2% | -$33.3K | 0.25% | 15 |
|
|
2024
Q2 | $1.88M | Sell |
21,891
-81
| -0.4% | -$6.96K | 0.25% | 15 |
|
|
2024
Q1 | $1.92M | Buy |
21,972
+4,222
| +24% | +$368K | 0.26% | 15 |
|
|
2023
Q4 | $1.48M | Buy |
+17,750
| New | +$1.48M | 0.22% | 14 |
|