EverSource Wealth Advisors’s Dynatrace DT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $36.4K | Sell |
660
-38
| -5% | -$2.1K | ﹤0.01% | 1828 |
|
|
2025
Q1 | $32.9K | Buy |
698
+491
| +237% | +$23.2K | ﹤0.01% | 1437 |
|
|
2024
Q4 | $11.3K | Buy |
207
+118
| +133% | +$6.41K | ﹤0.01% | 1924 |
|
|
2024
Q3 | $4.76K | Buy |
89
+58
| +187% | +$3.1K | ﹤0.01% | 2243 |
|
|
2024
Q2 | $1.36K | Buy |
+31
| New | +$1.36K | ﹤0.01% | 2658 |
|
|
2022
Q4 | – | Sell |
-678
| Closed | -$24K | – | 2342 |
|
|
2022
Q3 | $24K | Buy |
678
+628
| +1,256% | +$22.2K | 0.01% | 844 |
|
|
2022
Q2 | $2K | Hold |
50
| – | – | ﹤0.01% | 1493 |
|
|
2022
Q1 | $2K | Hold |
50
| – | – | ﹤0.01% | 1512 |
|
|
2021
Q4 | $3K | Buy |
+50
| New | +$3K | ﹤0.01% | 1409 |
|