CIBC Private Wealth Group’s Dynatrace DT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$297K Sell
5,384
-1,637
-23% -$90.4K ﹤0.01% 977
2025
Q1
$289K Buy
7,021
+1,705
+32% +$70.3K ﹤0.01% 965
2024
Q4
$278K Sell
5,316
-59,371
-92% -$3.1M ﹤0.01% 1040
2024
Q3
$3.46M Buy
64,687
+60,376
+1,401% +$3.23M 0.01% 485
2024
Q2
$195K Sell
4,311
-64,296
-94% -$2.91M ﹤0.01% 1115
2024
Q1
$3.14M Buy
68,607
+55,722
+432% +$2.55M 0.01% 470
2023
Q4
$705K Buy
12,885
+5,919
+85% +$324K ﹤0.01% 720
2023
Q3
$326K Sell
6,966
-660,521
-99% -$30.9M ﹤0.01% 861
2023
Q2
$34.4M Buy
667,487
+192,707
+41% +$9.92M 0.08% 216
2023
Q1
$20.1M Buy
474,780
+2,474
+0.5% +$105K 0.04% 252
2022
Q4
$18.1M Sell
472,306
-53,250
-10% -$2.04M 0.06% 202
2022
Q3
$18.3M Buy
525,556
+14,458
+3% +$503K 0.05% 236
2022
Q2
$20.2M Buy
511,098
+87,920
+21% +$3.47M 0.05% 237
2022
Q1
$19.9M Buy
423,178
+101,417
+32% +$4.78M 0.04% 249
2021
Q4
$19.4M Sell
321,761
-1,897
-0.6% -$114K 0.04% 265
2021
Q3
$23M Sell
323,658
-1,414
-0.4% -$100K 0.05% 229
2021
Q2
$19M Sell
325,072
-7,667
-2% -$448K 0.04% 260
2021
Q1
$16.1M Sell
332,739
-9,814
-3% -$473K 0.04% 282
2020
Q4
$14.8M Sell
342,553
-4,865
-1% -$211K 0.04% 276
2020
Q3
$14.3M Sell
347,418
-12,469
-3% -$512K 0.04% 255
2020
Q2
$14.6M Buy
+359,887
New +$14.6M 0.07% 185