Allworth Financial’s Dynatrace DT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $94.7K | Buy |
1,715
+387
| +29% | +$21.4K | ﹤0.01% | 1564 |
|
|
2025
Q1 | $61.3K | Buy |
1,328
+153
| +13% | +$7.06K | ﹤0.01% | 1452 |
|
|
2024
Q4 | $63.9K | Buy |
1,175
+65
| +6% | +$3.53K | ﹤0.01% | 1449 |
|
|
2024
Q3 | $59.4K | Buy |
1,110
+33
| +3% | +$1.77K | ﹤0.01% | 1326 |
|
|
2024
Q2 | $47.4K | Buy |
1,077
+38
| +4% | +$1.67K | ﹤0.01% | 1411 |
|
|
2024
Q1 | $48.3K | Sell |
1,039
-80
| -7% | -$3.72K | ﹤0.01% | 1320 |
|
|
2023
Q4 | $61.2K | Buy |
1,119
+45
| +4% | +$2.46K | ﹤0.01% | 1118 |
|
|
2023
Q3 | $50.2K | Sell |
1,074
-654
| -38% | -$30.6K | ﹤0.01% | 1112 |
|
|
2023
Q2 | $88.9K | Sell |
1,728
-69
| -4% | -$3.55K | ﹤0.01% | 935 |
|
|
2023
Q1 | $76K | Buy |
1,797
+15
| +0.8% | +$635 | ﹤0.01% | 939 |
|
|
2022
Q4 | $68.3K | Sell |
1,782
-498
| -22% | -$19.1K | ﹤0.01% | 908 |
|
|
2022
Q3 | $79K | Buy |
2,280
+116
| +5% | +$4.02K | ﹤0.01% | 829 |
|
|
2022
Q2 | $85K | Buy |
2,164
+2,145
| +11,289% | +$84.3K | ﹤0.01% | 758 |
|
|
2022
Q1 | $1K | Buy |
+19
| New | +$1K | ﹤0.01% | 1915 |
|
|
2021
Q4 | – | Sell |
-72
| Closed | -$5K | – | 1976 |
|
|
2021
Q3 | $5K | Buy |
+72
| New | +$5K | ﹤0.01% | 1515 |
|