Avior Wealth Management’s Dynatrace DT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$447K Hold
8,099
0.02% 459
2025
Q1
$382K Sell
8,099
-47
-0.6% -$2.22K 0.01% 486
2024
Q4
$443K Sell
8,146
-651
-7% -$35.4K 0.02% 482
2024
Q3
$470K Buy
8,797
+248
+3% +$13.3K 0.02% 464
2024
Q2
$382K Buy
8,549
+8,263
+2,889% +$370K 0.02% 506
2024
Q1
$13.3K Sell
286
-8,117
-97% -$377K ﹤0.01% 1766
2023
Q4
$460K Buy
8,403
+356
+4% +$19.5K 0.03% 364
2023
Q3
$376K Buy
8,047
+234
+3% +$10.9K 0.03% 398
2023
Q2
$402K Buy
+7,813
New +$402K 0.03% 392