Forum Financial Management’s Dynatrace DT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$361K Buy
6,532
+123
+2% +$6.79K 0.01% 560
2025
Q1
$302K Buy
6,409
+1,657
+35% +$78.1K 0.01% 589
2024
Q4
$258K Buy
+4,752
New +$258K ﹤0.01% 705