B. Riley Wealth Advisors’s Dynatrace DT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-8,849
| Closed | -$471K | – | 1180 |
|
|
2024
Q3 | $471K | Buy |
8,849
+82
| +0.9% | +$4.36K | 0.01% | 763 |
|
|
2024
Q2 | $392K | Buy |
8,767
+266
| +3% | +$11.9K | 0.01% | 915 |
|
|
2024
Q1 | $397K | Sell |
8,501
-45,515
| -84% | -$2.13M | 0.01% | 909 |
|
|
2023
Q4 | $2.95M | Buy |
54,016
+45,515
| +535% | +$2.49M | 0.08% | 260 |
|
|
2023
Q3 | $397K | Sell |
8,501
-2,239
| -21% | -$105K | 0.01% | 909 |
|
|
2023
Q2 | $553K | Buy |
+10,740
| New | +$553K | 0.01% | 801 |
|