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Circle Wealth Management’s Dynatrace DT Stock Holding History

Circle Wealth Management’s Portfolio DT Stock Details DT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-5,000
Closed -$216K – 174
2020
Q4 		$216K Hold
5,000
– – 0.03% 213
2020
Q3 		$205K Hold
5,000
– – 0.03% 192
2020
Q2 		$203K Buy
+5,000
New +$203K 0.04% 191