Mark Sheptoff Financial Planning’s Dynatrace DT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $52.5K | Hold |
950
| – | – | 0.03% | 183 |
|
|
2025
Q1 | $44.8K | Hold |
950
| – | – | 0.02% | 177 |
|
|
2024
Q4 | $51.6K | Hold |
950
| – | – | 0.03% | 172 |
|
|
2024
Q3 | $50.8K | Hold |
950
| – | – | 0.03% | 172 |
|
|
2024
Q2 | $42.5K | Sell |
950
-21,350
| -96% | -$955K | 0.02% | 188 |
|
|
2024
Q1 | $1.04M | Buy |
22,300
+6,950
| +45% | +$323K | 0.57% | 37 |
|
|
2023
Q4 | $839K | Buy |
15,350
+5,550
| +57% | +$304K | 0.51% | 35 |
|
|
2023
Q3 | $458K | Sell |
9,800
-212
| -2% | -$9.91K | 0.29% | 51 |
|
|
2023
Q2 | $515K | Buy |
10,012
+200
| +2% | +$10.3K | 0.29% | 51 |
|
|
2023
Q1 | $415K | Hold |
9,812
| – | – | 0.24% | 64 |
|
|
2022
Q4 | $376K | Hold |
9,812
| – | – | 0.22% | 64 |
|
|
2022
Q3 | $342K | Sell |
9,812
-2,200
| -18% | -$76.7K | 0.21% | 65 |
|
|
2022
Q2 | $474K | Sell |
12,012
-100
| -0.8% | -$3.95K | 0.27% | 62 |
|
|
2022
Q1 | $570K | Sell |
12,112
-600
| -5% | -$28.2K | 0.29% | 61 |
|
|
2021
Q4 | $767K | Sell |
12,712
-150
| -1% | -$9.05K | 0.37% | 50 |
|
|
2021
Q3 | $913K | Buy |
12,862
+562
| +5% | +$39.9K | 0.5% | 41 |
|
|
2021
Q2 | $719K | Sell |
12,300
-6,600
| -35% | -$386K | 0.39% | 47 |
|
|
2021
Q1 | $912K | Buy |
18,900
+8,200
| +77% | +$396K | 0.52% | 38 |
|
|
2020
Q4 | $463K | Buy |
10,700
+1,350
| +14% | +$58.4K | 0.26% | 62 |
|
|
2020
Q3 | $384K | Sell |
9,350
-100
| -1% | -$4.11K | 0.24% | 63 |
|
|
2020
Q2 | $384K | Buy |
9,450
+1,000
| +12% | +$40.6K | 0.25% | 61 |
|
|
2020
Q1 | $201K | Buy |
8,450
+7,450
| +745% | +$177K | 0.15% | 78 |
|
|
2019
Q4 | $25K | Buy |
+1,000
| New | +$25K | 0.02% | 195 |
|