LWAM
Legacy Wealth Asset Management’s Dynatrace DT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $321K | Buy |
5,809
+168
| +3% | +$9.28K | 0.08% | 310 |
|
|
2025
Q1 | $266K | Buy |
5,641
+7
| +0.1% | +$330 | 0.07% | 311 |
|
|
2024
Q4 | $306K | Sell |
5,634
-201
| -3% | -$10.9K | 0.08% | 306 |
|
|
2024
Q3 | $312K | Buy |
5,835
+1,359
| +30% | +$72.7K | 0.08% | 300 |
|
|
2024
Q2 | $200K | Buy |
+4,476
| New | +$200K | 0.06% | 329 |
|