Mark Sheptoff Financial Planning’s Dynatrace DT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $46K | Hold |
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|
2025
Q2 | $52.5K | Hold |
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|
2025
Q1 | $44.8K | Hold |
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|
2024
Q4 | $51.6K | Hold |
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|
2024
Q3 | $50.8K | Hold |
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|
2024
Q2 | $42.5K | Sell |
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|
2024
Q1 | $1.04M | Buy |
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|
2023
Q4 | $839K | Buy |
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|
2023
Q3 | $458K | Sell |
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|
2023
Q2 | $515K | Buy |
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|
2023
Q1 | $415K | Hold |
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|
2022
Q4 | $376K | Hold |
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|
2022
Q3 | $342K | Sell |
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|
2022
Q2 | $474K | Sell |
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|
2022
Q1 | $570K | Sell |
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|
2021
Q4 | $767K | Sell |
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|
2021
Q3 | $913K | Buy |
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|
2021
Q2 | $719K | Sell |
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|
2021
Q1 | $912K | Buy |
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|
2020
Q4 | $463K | Buy |
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|
2020
Q3 | $384K | Sell |
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|
2020
Q2 | $384K | Buy |
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|
2020
Q1 | $201K | Buy |
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|
2019
Q4 | $25K | Buy |
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