Glassman Wealth Services’s Dynatrace DT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-140
| Closed | -$7.66K | – | 668 |
|
2023
Q4 | $7.66K | Buy |
140
+7
| +5% | +$383 | ﹤0.01% | 950 |
|
2023
Q3 | $6.22K | Buy |
133
+6
| +5% | +$280 | ﹤0.01% | 994 |
|
2023
Q2 | $6.54K | Hold |
127
| – | – | ﹤0.01% | 927 |
|
2023
Q1 | $5.37K | Buy |
127
+5
| +4% | +$211 | ﹤0.01% | 980 |
|
2022
Q4 | $4.67K | Buy |
122
+29
| +31% | +$1.11K | ﹤0.01% | 1031 |
|
2022
Q3 | $3K | Buy |
93
+21
| +29% | +$677 | ﹤0.01% | 1120 |
|
2022
Q2 | $3K | Buy |
72
+49
| +213% | +$2.04K | ﹤0.01% | 1131 |
|
2022
Q1 | $1K | Sell |
23
-11
| -32% | -$478 | ﹤0.01% | 1375 |
|
2021
Q4 | $2K | Buy |
34
+32
| +1,600% | +$1.88K | ﹤0.01% | 1188 |
|
2021
Q3 | $0 | Hold |
2
| – | – | ﹤0.01% | 1641 |
|
2021
Q2 | $0 | Hold |
2
| – | – | ﹤0.01% | 1498 |
|
2021
Q1 | $0 | Buy |
+2
| New | – | ﹤0.01% | 1444 |
|
2020
Q4 | – | Sell |
-8
| Closed | – | – | 1388 |
|
2020
Q3 | $0 | Hold |
8
| – | – | ﹤0.01% | 1364 |
|
2020
Q2 | $0 | Buy |
+8
| New | – | ﹤0.01% | 1300 |
|