Mount Yale Investment Advisors’s Dynatrace DT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $479K | Sell |
8,669
-3,374
| -28% | -$186K | 0.04% | 351 |
|
|
2025
Q1 | $568K | Sell |
12,043
-333
| -3% | -$15.7K | 0.05% | 305 |
|
|
2024
Q4 | $673K | Sell |
12,376
-2,235
| -15% | -$121K | 0.05% | 287 |
|
|
2024
Q3 | $781K | Buy |
14,611
+2,787
| +24% | +$149K | 0.08% | 245 |
|
|
2024
Q2 | $529K | Sell |
11,824
-679
| -5% | -$30.4K | 0.04% | 335 |
|
|
2024
Q1 | $581K | Buy |
+12,503
| New | +$581K | 0.04% | 322 |
|