NewEdge 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 | $505K | Buy |
9,141
+6
| +0.1% | +$331 | ﹤0.01% | 1681 |
|
|
2025
Q1 | $431K | Buy |
9,135
+1,846
| +25% | +$87K | ﹤0.01% | 1666 |
|
|
2024
Q4 | $396K | Buy |
7,289
+916
| +14% | +$49.8K | ﹤0.01% | 1699 |
|
|
2024
Q3 | $341K | Buy |
6,373
+4,455
| +232% | +$238K | ﹤0.01% | 1723 |
|
|
2024
Q2 | $85.8K | Buy |
1,918
+114
| +6% | +$5.1K | ﹤0.01% | 2171 |
|
|
2024
Q1 | $83.8K | Sell |
1,804
-23,314
| -93% | -$1.08M | ﹤0.01% | 2124 |
|
|
2023
Q4 | $1.37M | Buy |
25,118
+544
| +2% | +$29.8K | 0.01% | 808 |
|
|
2023
Q3 | $1.15M | Sell |
24,574
-632
| -3% | -$29.5K | 0.01% | 802 |
|
|
2023
Q2 | $1.3M | Sell |
25,206
-1,344
| -5% | -$69.2K | 0.01% | 752 |
|
|
2023
Q1 | $1.12M | Buy |
26,550
+26,429
| +21,842% | +$1.12M | 0.01% | 742 |
|
|
2022
Q4 | $2.15K | Buy |
+121
| New | +$2.15K | ﹤0.01% | 2823 |
|
|
2022
Q1 | – | Sell |
-22,444
| Closed | -$1.36M | – | 1276 |
|
|
2021
Q4 | $1.36M | Buy |
22,444
+6,219
| +38% | +$375K | 0.02% | 593 |
|
|
2021
Q3 | $1.15M | Buy |
16,225
+4,455
| +38% | +$316K | 0.03% | 477 |
|
|
2021
Q2 | $688K | Buy |
11,770
+1,876
| +19% | +$110K | 0.02% | 633 |
|
|
2021
Q1 | $477K | Buy |
+9,894
| New | +$477K | 0.01% | 669 |
|