Geneos Wealth 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 | $30.3K | Sell |
549
-511
| -48% | -$28.2K | ﹤0.01% | 1825 |
|
|
2025
Q1 | $50K | Buy |
1,060
+530
| +100% | +$25K | ﹤0.01% | 1923 |
|
|
2024
Q4 | $28.8K | Hold |
530
| – | – | ﹤0.01% | 1562 |
|
|
2024
Q3 | $28.3K | Hold |
530
| – | – | ﹤0.01% | 1418 |
|
|
2024
Q2 | $23.7K | Hold |
530
| – | – | ﹤0.01% | 1294 |
|
|
2024
Q1 | $24.6K | Buy |
530
+230
| +77% | +$10.7K | ﹤0.01% | 1293 |
|
|
2023
Q4 | $16.4K | Buy |
300
+100
| +50% | +$5.47K | ﹤0.01% | 1422 |
|
|
2023
Q3 | $9.35K | Hold |
200
| – | – | ﹤0.01% | 1589 |
|
|
2023
Q2 | $10.3K | Hold |
200
| – | – | ﹤0.01% | 1574 |
|
|
2023
Q1 | $8.46K | Buy |
+200
| New | +$8.46K | ﹤0.01% | 1595 |
|
|
2022
Q3 | – | Sell |
-100
| Closed | -$4K | – | 2163 |
|
|
2022
Q2 | $4K | Hold |
100
| – | – | ﹤0.01% | 2249 |
|
|
2022
Q1 | $4K | Hold |
100
| – | – | ﹤0.01% | 2392 |
|
|
2021
Q4 | $6K | Hold |
100
| – | – | ﹤0.01% | 2342 |
|
|
2021
Q3 | $7K | Hold |
100
| – | – | ﹤0.01% | 2338 |
|
|
2021
Q2 | $5K | Sell |
100
-614
| -86% | -$30.7K | ﹤0.01% | 2437 |
|
|
2021
Q1 | $37K | Buy |
714
+13
| +2% | +$674 | ﹤0.01% | 1781 |
|
|
2020
Q4 | $4K | Buy |
701
+601
| +601% | +$3.43K | ﹤0.01% | 2531 |
|
|
2020
Q3 | $4K | Hold |
100
| – | – | ﹤0.01% | 2247 |
|
|
2020
Q2 | $4K | Hold |
100
| – | – | ﹤0.01% | 2203 |
|
|
2020
Q1 | $2K | Buy |
+100
| New | +$2K | ﹤0.01% | 2244 |
|