Equitable Trust’s Dynatrace DT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-11,454
Closed -$540K 442
2025
Q1
$540K Hold
11,454
0.03% 297
2024
Q4
$623K Hold
11,454
0.03% 282
2024
Q3
$612K Hold
11,454
0.04% 273
2024
Q2
$512K Sell
11,454
-5,215
-31% -$233K 0.04% 292
2024
Q1
$774K Hold
16,669
0.05% 235
2023
Q4
$912K Sell
16,669
-4,028
-19% -$220K 0.07% 188
2023
Q3
$967K Sell
20,697
-3,156
-13% -$147K 0.08% 173
2023
Q2
$1.23M Hold
23,853
0.09% 150
2023
Q1
$1.01M Sell
23,853
-2,861
-11% -$121K 0.08% 168
2022
Q4
$1.02M Buy
26,714
+19,254
+258% +$737K 0.08% 174
2022
Q3
$260K Buy
7,460
+615
+9% +$21.4K 0.02% 333
2022
Q2
$270K Buy
+6,845
New +$270K 0.02% 337