Kestra Private Wealth Services’s Dynatrace DT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-9,727
| Closed | -$339K | – | 922 |
|
|
2022
Q3 | $339K | Buy |
9,727
+339
| +4% | +$11.8K | 0.02% | 608 |
|
|
2022
Q2 | $370K | Sell |
9,388
-436
| -4% | -$17.2K | 0.02% | 600 |
|
|
2022
Q1 | $463K | Sell |
9,824
-865
| -8% | -$40.8K | 0.02% | 607 |
|
|
2021
Q4 | $645K | Buy |
10,689
+7,638
| +250% | +$461K | 0.03% | 508 |
|
|
2021
Q3 | $217K | Buy |
+3,051
| New | +$217K | 0.01% | 821 |
|