Clearstead 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 | $88.6K | Buy |
1,604
+1,479
| +1,183% | +$81.7K | ﹤0.01% | 1097 |
|
|
2025
Q1 | $5.89K | Sell |
125
-474
| -79% | -$22.4K | ﹤0.01% | 1712 |
|
|
2024
Q4 | $32.6K | Sell |
599
-1,165
| -66% | -$63.3K | ﹤0.01% | 1261 |
|
|
2024
Q3 | $94.3K | Buy |
1,764
+62
| +4% | +$3.32K | ﹤0.01% | 1038 |
|
|
2024
Q2 | $76.1K | Buy |
1,702
+521
| +44% | +$23.3K | ﹤0.01% | 1065 |
|
|
2024
Q1 | $54.2K | Buy |
1,181
+155
| +15% | +$7.12K | ﹤0.01% | 741 |
|
|
2023
Q4 | $56.1K | Sell |
1,026
-854
| -45% | -$46.7K | ﹤0.01% | 709 |
|
|
2023
Q3 | $87.9K | Buy |
1,880
+453
| +32% | +$21.2K | ﹤0.01% | 761 |
|
|
2023
Q2 | $73.4K | Buy |
+1,427
| New | +$73.4K | ﹤0.01% | 644 |
|