CAPTRUST Financial Advisors’s Dynatrace DT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $597K | Buy |
10,815
+2,091
| +24% | +$115K | ﹤0.01% | 1623 |
|
|
2025
Q1 | $411K | Buy |
8,724
+2,426
| +39% | +$114K | ﹤0.01% | 1763 |
|
|
2024
Q4 | $342K | Buy |
6,298
+177
| +3% | +$9.62K | ﹤0.01% | 1823 |
|
|
2024
Q3 | $327K | Buy |
+6,121
| New | +$327K | ﹤0.01% | 1832 |
|
|
2022
Q3 | – | Sell |
-2,596
| Closed | -$102K | – | 2589 |
|
|
2022
Q2 | $102K | Buy |
2,596
+544
| +27% | +$21.4K | ﹤0.01% | 2181 |
|
|
2022
Q1 | $97K | Buy |
2,052
+831
| +68% | +$39.3K | ﹤0.01% | 2297 |
|
|
2021
Q4 | $74K | Buy |
1,221
+31
| +3% | +$1.88K | ﹤0.01% | 2375 |
|
|
2021
Q3 | $84K | Buy |
1,190
+388
| +48% | +$27.4K | ﹤0.01% | 2207 |
|
|
2021
Q2 | $47K | Buy |
802
+54
| +7% | +$3.17K | ﹤0.01% | 2547 |
|
|
2021
Q1 | $36K | Buy |
+748
| New | +$36K | ﹤0.01% | 2629 |
|