Creative Planning’s Dynatrace DT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.21M | Buy |
40,001
+10,220
| +34% | +$564K | ﹤0.01% | 1242 |
|
|
2025
Q1 | $1.4M | Buy |
29,781
+2,060
| +7% | +$97.1K | ﹤0.01% | 1440 |
|
|
2024
Q4 | $1.51M | Buy |
27,721
+1,829
| +7% | +$99.4K | ﹤0.01% | 1321 |
|
|
2024
Q3 | $1.38M | Buy |
25,892
+8,247
| +47% | +$441K | ﹤0.01% | 1286 |
|
|
2024
Q2 | $789K | Sell |
17,645
-52
| -0.3% | -$2.33K | ﹤0.01% | 1588 |
|
|
2024
Q1 | $822K | Buy |
17,697
+4,996
| +39% | +$232K | ﹤0.01% | 1473 |
|
|
2023
Q4 | $695K | Buy |
12,701
+1,264
| +11% | +$69.1K | ﹤0.01% | 1470 |
|
|
2023
Q3 | $534K | Buy |
11,437
+133
| +1% | +$6.22K | ﹤0.01% | 1520 |
|
|
2023
Q2 | $582K | Buy |
11,304
+1,122
| +11% | +$57.7K | ﹤0.01% | 1454 |
|
|
2023
Q1 | $431K | Sell |
10,182
-538
| -5% | -$22.8K | ﹤0.01% | 1559 |
|
|
2022
Q4 | $411K | Buy |
10,720
+2,348
| +28% | +$89.9K | ﹤0.01% | 1522 |
|
|
2022
Q3 | $291K | Buy |
8,372
+1,536
| +22% | +$53.4K | ﹤0.01% | 1651 |
|
|
2022
Q2 | $270K | Buy |
6,836
+1,541
| +29% | +$60.9K | ﹤0.01% | 1682 |
|
|
2022
Q1 | $249K | Sell |
5,295
-486
| -8% | -$22.9K | ﹤0.01% | 1752 |
|
|
2021
Q4 | $349K | Sell |
5,781
-395
| -6% | -$23.8K | ﹤0.01% | 1520 |
|
|
2021
Q3 | $438K | Sell |
6,176
-9,281
| -60% | -$658K | ﹤0.01% | 1368 |
|
|
2021
Q2 | $903K | Buy |
15,457
+10,000
| +183% | +$584K | ﹤0.01% | 978 |
|
|
2021
Q1 | $263K | Buy |
5,457
+211
| +4% | +$10.2K | ﹤0.01% | 1844 |
|
|
2020
Q4 | $227K | Buy |
+5,246
| New | +$227K | ﹤0.01% | 1770 |
|