AE Wealth Management’s Dynatrace DT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-16,703
| Closed | -$707K | – | 1936 |
|
|
2023
Q1 | $707K | Buy |
+16,703
| New | +$707K | ﹤0.01% | 1190 |
|
|
2022
Q1 | – | Sell |
-11,177
| Closed | -$675K | – | 1706 |
|
|
2021
Q4 | $675K | Buy |
11,177
+407
| +4% | +$24.6K | ﹤0.01% | 1130 |
|
|
2021
Q3 | $764K | Sell |
10,770
-6,765
| -39% | -$480K | 0.01% | 966 |
|
|
2021
Q2 | $1.02M | Buy |
17,535
+6,571
| +60% | +$384K | 0.01% | 831 |
|
|
2021
Q1 | $529K | Buy |
+10,964
| New | +$529K | 0.01% | 1001 |
|