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McAdam LLC’s Dynatrace DT Stock Holding History

McAdam LLC’s Portfolio DT Stock Details DT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-11,506
Closed -$625K – 358
2024
Q4 		$625K Sell
11,506
-750
-6% -$40.9K 0.03% 174
2024
Q3 		$655K Sell
12,256
-561
-4% -$26.7K 0.04% 165
2024
Q2 		$573K Sell
12,817
-1
-0% -$46 0.03% 165
2024
Q1 		$595K Buy
12,818
+243
+2% +$12.7K 0.04% 156
2023
Q4 		$688K Buy
12,575
+33
+0.3% +$1.67K 0.05% 134
2023
Q3 		$586K Sell
12,542
-2
-0% -$98 0.05% 143
2023
Q2 		$646K Buy
12,544
+2
+0% +$94 0.05% 135
2023
Q1 		$531K Sell
12,542
-1,749
-12% -$70.8K 0.05% 144
2022
Q4 		$862K Buy
14,291
+1,749
+14% +$63.6K 0.09% 82
2022
Q3 		$437K Sell
12,542
-1,000
-7% -$38.7K 0.05% 136
2022
Q2 		$534K Sell
13,542
-750
-5% -$29.9K 0.06% 130
2022
Q1 		$673K Buy
14,292
+1
+0% +$47 0.06% 95
2021
Q4 		$862K Hold
14,291
– – 0.09% 82
2021
Q3 		$1.01M Hold
14,291
– – 0.11% 72
2021
Q2 		$910K Hold
14,291
– – 0.1% 73
2021
Q1 		$689K Sell
14,291
-500
-3% -$24.3K 0.1% 73
2020
Q4 		$622K Sell
14,791
-490
-3% -$19.5K 0.1% 75
2020
Q3 		$627K Sell
15,281
-4,250
-22% -$174K 0.12% 59
2020
Q2 		$793K Buy
19,531
+31
+0.2% +$1.02K 0.17% 53
2020
Q1 		$465K Buy
+19,500
New +$562K 0.13% 53

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