M&R Capital Management’s Dynatrace DT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,393
| Closed | -$186K | – | 575 |
|
|
2023
Q4 | $186K | Buy |
3,393
+570
| +20% | +$31.2K | 0.05% | 152 |
|
|
2023
Q3 | $132K | Hold |
2,823
| – | – | 0.04% | 167 |
|
|
2023
Q2 | $145K | Buy |
2,823
+645
| +30% | +$33.2K | 0.04% | 160 |
|
|
2023
Q1 | $92.1K | Buy |
2,178
+50
| +2% | +$2.12K | 0.03% | 190 |
|
|
2022
Q4 | $81.5K | Hold |
2,128
| – | – | 0.02% | 201 |
|
|
2022
Q3 | $74K | Buy |
2,128
+100
| +5% | +$3.48K | 0.02% | 202 |
|
|
2022
Q2 | $79K | Sell |
2,028
-49
| -2% | -$1.91K | 0.02% | 201 |
|
|
2022
Q1 | $97K | Buy |
2,077
+891
| +75% | +$41.6K | 0.02% | 194 |
|
|
2021
Q4 | $71K | Sell |
1,186
-2,564
| -68% | -$153K | 0.01% | 216 |
|
|
2021
Q3 | $266K | Buy |
+3,750
| New | +$266K | 0.06% | 136 |
|