BTWM
DCT
Baker Tilly Wealth Management’s Duck Creek Technologies, Inc. Common Stock DCT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-39,759
| Closed | -$479K | – | 586 |
|
|
2022
Q4 | $479K | Sell |
39,759
-1,639
| -4% | -$19.8K | 0.06% | 334 |
|
|
2022
Q3 | $491K | Sell |
41,398
-3,778
| -8% | -$44.8K | 0.07% | 294 |
|
|
2022
Q2 | $671K | Buy |
45,176
+4,834
| +12% | +$71.8K | 0.09% | 247 |
|
|
2022
Q1 | $892K | Buy |
40,342
+24,332
| +152% | +$538K | 0.1% | 219 |
|
|
2021
Q4 | $482K | Sell |
16,010
-5,457
| -25% | -$164K | 0.05% | 357 |
|
|
2021
Q3 | $950K | Buy |
21,467
+1,857
| +9% | +$82.2K | 0.13% | 179 |
|
|
2021
Q2 | $853K | Buy |
19,610
+1,514
| +8% | +$65.9K | 0.14% | 167 |
|
|
2021
Q1 | $817K | Buy |
18,096
+3,206
| +22% | +$145K | 0.17% | 153 |
|
|
2020
Q4 | $645K | Buy |
+14,890
| New | +$645K | 0.2% | 123 |
|