Creative Planning’s Dynatrace DT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.21M | Buy |
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|
2025
Q1 | $1.4M | Buy |
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|
2024
Q4 | $1.51M | Buy |
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|
2024
Q3 | $1.38M | Buy |
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|
2024
Q2 | $789K | Sell |
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|
2024
Q1 | $822K | Buy |
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|
2023
Q4 | $695K | Buy |
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|
2023
Q3 | $534K | Buy |
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|
2023
Q2 | $582K | Buy |
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|
2023
Q1 | $431K | Sell |
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|
2022
Q4 | $411K | Buy |
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|
2022
Q3 | $291K | Buy |
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|
2022
Q2 | $270K | Buy |
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|
2022
Q1 | $249K | Sell |
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|
2021
Q4 | $349K | Sell |
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|
2021
Q3 | $438K | Sell |
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|
2021
Q2 | $903K | Buy |
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|
2021
Q1 | $263K | Buy |
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|
2020
Q4 | $227K | Buy |
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