Carson Wealth (CWM LLC)’s Dynatrace DT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $149K | Buy |
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|
2025
Q2 | $164K | Sell |
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|
2025
Q1 | $259K | Sell |
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|
2024
Q4 | $383K | Sell |
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|
2024
Q3 | $378K | Buy |
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|
2024
Q2 | $105K | Buy |
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|
2024
Q1 | $84K | Buy |
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|
2023
Q4 | $74K | Sell |
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|
2023
Q3 | $64K | Hold |
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|
2023
Q2 | $71K | Buy |
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|
2023
Q1 | $44K | Sell |
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|
2022
Q4 | $42K | Buy |
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|
2022
Q3 | $33K | Buy |
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|
2022
Q2 | $30K | Buy |
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|
2022
Q1 | $31K | Sell |
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|
2021
Q4 | $48K | Buy |
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|
2021
Q2 | $1.75M | Hold |
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|
2021
Q1 | $1.75M | Hold |
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|
2020
Q4 | $1.75M | Hold |
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|
2020
Q3 | $1.75M | Hold |
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|
2020
Q2 | $1.75M | Hold |
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|
2020
Q1 | $1.75M | Hold |
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|
2019
Q4 | $1.75M | Hold |
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|
2019
Q3 | $1.75M | Hold |
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|
2019
Q2 | $1.75M | Hold |
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|
2019
Q1 | $1.75M | Buy |
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