Jones Financial Companies’s Dynatrace DT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $170K | Buy |
3,103
+929
| +43% | +$51K | ﹤0.01% | 1725 |
|
|
2025
Q1 | $105K | Buy |
2,174
+361
| +20% | +$17.5K | ﹤0.01% | 1753 |
|
|
2024
Q4 | $98.5K | Buy |
1,813
+482
| +36% | +$26.2K | ﹤0.01% | 1631 |
|
|
2024
Q3 | $70.6K | Sell |
1,331
-285
| -18% | -$15.1K | ﹤0.01% | 1515 |
|
|
2024
Q2 | $72.3K | Buy |
1,616
+1,016
| +169% | +$45.5K | ﹤0.01% | 1140 |
|
|
2024
Q1 | $27.9K | Buy |
+600
| New | +$27.9K | ﹤0.01% | 838 |
|