Bradley Foster & Sargent’s Dynatrace DT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-39,491
| Closed | -$1.83M | – | 452 |
|
2024
Q1 | $1.83M | Sell |
39,491
-3,865
| -9% | -$179K | 0.03% | 210 |
|
2023
Q4 | $2.37M | Sell |
43,356
-698
| -2% | -$38.2K | 0.05% | 188 |
|
2023
Q3 | $2.27M | Hold |
44,054
| – | – | 0.05% | 199 |
|
2023
Q2 | $2.27M | Sell |
44,054
-14,138
| -24% | -$728K | 0.05% | 199 |
|
2023
Q1 | $2.46M | Buy |
58,192
+1,175
| +2% | +$49.7K | 0.06% | 175 |
|
2022
Q4 | $2.18M | Buy |
57,017
+431
| +0.8% | +$16.5K | 0.05% | 176 |
|
2022
Q3 | $1.97M | Buy |
56,586
+37,828
| +202% | +$1.32M | 0.05% | 177 |
|
2022
Q2 | $740K | Buy |
+18,758
| New | +$740K | 0.02% | 268 |
|