D.L. Carlson Investment Group’s Dynatrace DT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-93,690
| Closed | -$4.88M | – | 141 |
|
|
2023
Q4 | $4.88M | Sell |
93,690
-28,440
| -23% | -$1.48M | 0.99% | 28 |
|
|
2023
Q3 | $5.71M | Sell |
122,130
-572
| -0.5% | -$26.7K | 1.15% | 25 |
|
|
2023
Q2 | $6.32M | Buy |
122,702
+83
| +0.1% | +$4.27K | 1.21% | 25 |
|
|
2023
Q1 | $5.19M | Buy |
122,619
+4,679
| +4% | +$198K | 1.18% | 32 |
|
|
2022
Q4 | $4.52M | Sell |
117,940
-20,392
| -15% | -$781K | 0.97% | 41 |
|
|
2022
Q3 | $4.82M | Buy |
138,332
+11,026
| +9% | +$384K | 1.05% | 32 |
|
|
2022
Q2 | $5.02M | Buy |
+127,306
| New | +$5.02M | 1.06% | 33 |
|