GeoWealth 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	$36.7K	Buy	+665	New	+$36.7K	﹤0.01%	986
2025 Q1	–	Sell	-1,027	Closed	-$55.8K	–	1254
2024 Q4	$55.8K	Buy	1,027 +340	+49%	+$18.5K	﹤0.01%	1133
2024 Q3	$36.7K	Buy	+687	New	+$36.7K	﹤0.01%	1161