NewEdge Wealth’s Dynatrace DT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.83M | Buy |
38,974
+33,728
| +643% | +$1.58M | 0.03% | 399 |
|
|
2025
Q1 | $247K | Sell |
5,246
-3,131
| -37% | -$148K | ﹤0.01% | 817 |
|
|
2024
Q4 | $455K | Sell |
8,377
-156
| -2% | -$8.48K | 0.01% | 663 |
|
|
2024
Q3 | $456K | Buy |
8,533
+2,406
| +39% | +$129K | 0.01% | 637 |
|
|
2024
Q2 | $274K | Sell |
6,127
-403
| -6% | -$18K | 0.01% | 659 |
|
|
2024
Q1 | $299K | Buy |
6,530
+1,835
| +39% | +$84.1K | 0.01% | 663 |
|
|
2023
Q4 | $257K | Buy |
4,695
+98
| +2% | +$5.36K | 0.01% | 655 |
|
|
2023
Q3 | $215K | Buy |
+4,597
| New | +$215K | 0.01% | 605 |
|