Avantax Advisory Services’s Dynatrace DT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $863K | Sell |
15,637
-633
| -4% | -$34.9K | ﹤0.01% | 1254 |
|
|
2025
Q1 | $767K | Buy |
16,270
+1,888
| +13% | +$89K | ﹤0.01% | 1232 |
|
|
2024
Q4 | $782K | Buy |
14,382
+720
| +5% | +$39.1K | ﹤0.01% | 1169 |
|
|
2024
Q3 | $731K | Buy |
13,662
+2,099
| +18% | +$112K | ﹤0.01% | 1183 |
|
|
2024
Q2 | $517K | Buy |
+11,563
| New | +$517K | ﹤0.01% | 1341 |
|