Kovitz Investment Group Partners’s Dynatrace DT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-10,111
| Closed | -$550K | – | 1248 |
|
|
2024
Q4 | $550K | Sell |
10,111
-1,357
| -12% | -$73.8K | ﹤0.01% | 860 |
|
|
2024
Q3 | $585K | Sell |
11,468
-237
| -2% | -$12.1K | ﹤0.01% | 728 |
|
|
2024
Q2 | $524K | Sell |
11,705
-931
| -7% | -$41.7K | ﹤0.01% | 646 |
|
|
2024
Q1 | $587K | Buy |
+12,636
| New | +$587K | 0.01% | 482 |
|