BHWA
Beacon Harbor Wealth Advisors’s Dynatrace DT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-4,200
| Closed | -$216K | – | 71 |
|
|
2023
Q2 | $216K | Buy |
+4,200
| New | +$216K | 0.07% | 62 |
|
|
2022
Q1 | – | Sell |
-4,200
| Closed | -$253K | – | 73 |
|
|
2021
Q4 | $253K | Sell |
4,200
-2,000
| -32% | -$120K | 0.08% | 67 |
|
|
2021
Q3 | $440K | Hold |
6,200
| – | – | 0.16% | 56 |
|
|
2021
Q2 | $362K | Hold |
6,200
| – | – | 0.13% | 60 |
|
|
2021
Q1 | $299K | Hold |
6,200
| – | – | 0.12% | 60 |
|
|
2020
Q4 | $268K | Buy |
+6,200
| New | +$268K | 0.11% | 63 |
|