IFP 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 | $10.2K | Sell |
50
-106
| -68% | -$21.5K | ﹤0.01% | 2913 |
|
|
2025
Q1 | $8.58K | Sell |
156
-136
| -47% | -$7.48K | ﹤0.01% | 2631 |
|
|
2024
Q4 | $17.3K | Buy |
292
+134
| +85% | +$7.93K | ﹤0.01% | 2311 |
|
|
2024
Q3 | $8.45K | Buy |
158
+87
| +123% | +$4.65K | ﹤0.01% | 2493 |
|
|
2024
Q2 | $3.18K | Buy |
71
+34
| +92% | +$1.52K | ﹤0.01% | 2708 |
|
|
2024
Q1 | $1.7K | Sell |
37
-1,969
| -98% | -$90.5K | ﹤0.01% | 2742 |
|
|
2023
Q4 | $110K | Buy |
2,006
+900
| +81% | +$49.2K | 0.01% | 1204 |
|
|
2023
Q3 | $51.7K | Sell |
1,106
-39
| -3% | -$1.82K | ﹤0.01% | 1538 |
|
|
2023
Q2 | $58.9K | Buy |
+1,145
| New | +$58.9K | ﹤0.01% | 1537 |
|
|
2023
Q1 | – | Sell |
-250
| Closed | -$6K | – | 3640 |
|
|
2022
Q4 | $6K | Sell |
250
-140
| -36% | -$3.36K | ﹤0.01% | 3678 |
|
|
2022
Q3 | $11K | Hold |
390
| – | – | ﹤0.01% | 3565 |
|
|
2022
Q2 | $11K | Hold |
390
| – | – | ﹤0.01% | 3313 |
|
|
2022
Q1 | $11K | Buy |
390
+374
| +2,338% | +$10.5K | ﹤0.01% | 3313 |
|
|
2021
Q4 | $1K | Sell |
16
-1,129
| -99% | -$70.6K | ﹤0.01% | 2930 |
|
|
2021
Q3 | $82K | Buy |
+1,145
| New | +$82K | ﹤0.01% | 1330 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 3364 |
|
|
2021
Q1 | – | Sell |
-479
| Closed | -$20K | – | 3279 |
|
|
2020
Q4 | $20K | Hold |
479
| – | – | ﹤0.01% | 1794 |
|
|
2020
Q3 | $20K | Sell |
479
-300
| -39% | -$12.5K | ﹤0.01% | 1639 |
|
|
2020
Q2 | $31K | Buy |
779
+479
| +160% | +$19.1K | ﹤0.01% | 1412 |
|
|
2020
Q1 | $8K | Buy |
+300
| New | +$8K | ﹤0.01% | 1844 |
|