Atria Wealth Solutions’s Dynatrace DT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $876K | Buy |
15,870
+8,945
| +129% | +$494K | 0.02% | 691 |
|
|
2025
Q1 | $327K | Buy |
6,925
+2,676
| +63% | +$126K | ﹤0.01% | 1415 |
|
|
2024
Q4 | $231K | Sell |
4,249
-540
| -11% | -$29.3K | ﹤0.01% | 1697 |
|
|
2024
Q3 | $256K | Buy |
4,789
+169
| +4% | +$9.04K | ﹤0.01% | 1596 |
|
|
2024
Q2 | $207K | Sell |
4,620
-498
| -10% | -$22.3K | ﹤0.01% | 1732 |
|
|
2024
Q1 | $238K | Buy |
5,118
+1,272
| +33% | +$59.1K | ﹤0.01% | 1702 |
|
|
2023
Q4 | $210K | Buy |
+3,846
| New | +$210K | ﹤0.01% | 1731 |
|
|
2023
Q1 | – | Sell |
-5,505
| Closed | -$210K | – | 1870 |
|
|
2022
Q4 | $210K | Buy |
+5,505
| New | +$210K | ﹤0.01% | 1575 |
|