JFS Wealth 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 | $5.8K | Sell |
105
-14
| -12% | -$773 | ﹤0.01% | 1034 |
|
|
2025
Q1 | $5.61K | Sell |
119
-7
| -6% | -$330 | ﹤0.01% | 1077 |
|
|
2024
Q4 | $6.85K | Buy |
126
+7
| +6% | +$381 | ﹤0.01% | 993 |
|
|
2024
Q3 | $6.36K | Buy |
119
+4
| +3% | +$214 | ﹤0.01% | 1034 |
|
|
2024
Q2 | $5.15K | Hold |
115
| – | – | ﹤0.01% | 1057 |
|
|
2024
Q1 | $5.34K | Hold |
115
| – | – | ﹤0.01% | 1072 |
|
|
2023
Q4 | $6.29K | Sell |
115
-1
| -0.9% | -$55 | ﹤0.01% | 966 |
|
|
2023
Q3 | $5.42K | Buy |
116
+1
| +0.9% | +$47 | ﹤0.01% | 962 |
|
|
2023
Q2 | $5.92K | Hold |
115
| – | – | ﹤0.01% | 921 |
|
|
2023
Q1 | $4.87K | Buy |
115
+13
| +13% | +$550 | ﹤0.01% | 1000 |
|
|
2022
Q4 | $3.91K | Sell |
102
-5
| -5% | -$192 | ﹤0.01% | 1090 |
|
|
2022
Q3 | $4K | Buy |
107
+51
| +91% | +$1.91K | ﹤0.01% | 1046 |
|
|
2022
Q2 | $2K | Sell |
56
-28
| -33% | -$1K | ﹤0.01% | 1305 |
|
|
2022
Q1 | $4K | Buy |
84
+52
| +163% | +$2.48K | ﹤0.01% | 1127 |
|
|
2021
Q4 | $2K | Buy |
+32
| New | +$2K | ﹤0.01% | 1060 |
|