Curated Wealth Partners’s Dynatrace DT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$585K Buy
10,590
+2,626
+33% +$145K 0.07% 85
2025
Q1
$376K Buy
7,964
+169
+2% +$7.97K 0.05% 109
2024
Q4
$424K Buy
7,795
+2,986
+62% +$162K 0.05% 97
2024
Q3
$257K Buy
+4,809
New +$257K 0.03% 117