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