180 Wealth Advisors’s Dynatrace DT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $210K | Sell |
3,805
-488
| -11% | -$26.9K | 0.03% | 392 |
|
2025
Q1 | $202K | Buy |
4,293
+33
| +0.8% | +$1.56K | 0.03% | 380 |
|
2024
Q4 | $232K | Sell |
4,260
-92
| -2% | -$5K | 0.04% | 360 |
|
2024
Q3 | $233K | Buy |
+4,352
| New | +$233K | 0.04% | 380 |
|
2024
Q1 | – | Sell |
-4,111
| Closed | -$217K | – | 409 |
|
2023
Q4 | $217K | Buy |
+4,111
| New | +$217K | 0.04% | 341 |
|
2023
Q3 | – | Sell |
-4,083
| Closed | -$210K | – | 378 |
|
2023
Q2 | $210K | Buy |
+4,083
| New | +$210K | 0.05% | 322 |
|
2023
Q1 | – | Sell |
-5,382
| Closed | -$207K | – | 369 |
|
2022
Q4 | $207K | Buy |
+5,382
| New | +$207K | 0.05% | 330 |
|
2022
Q3 | – | Sell |
-6,692
| Closed | -$274K | – | 365 |
|
2022
Q2 | $274K | Sell |
6,692
-33
| -0.5% | -$1.35K | 0.07% | 280 |
|
2022
Q1 | $288K | Buy |
6,725
+30
| +0.4% | +$1.29K | 0.06% | 287 |
|
2021
Q4 | $325K | Buy |
6,695
+687
| +11% | +$33.4K | 0.07% | 259 |
|
2021
Q3 | $453K | Sell |
6,008
-3
| -0% | -$226 | 0.1% | 202 |
|
2021
Q2 | $386K | Sell |
6,011
-225
| -4% | -$14.4K | 0.09% | 222 |
|
2021
Q1 | $307K | Buy |
+6,236
| New | +$307K | 0.08% | 244 |
|