OneAscent Financial Services’s Dynatrace DT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-5,897
| Closed | -$233K | – | 211 |
|
|
2022
Q2 | $233K | Buy |
5,897
+1,454
| +33% | +$57.5K | 0.11% | 188 |
|
|
2022
Q1 | $209K | Buy |
4,443
+883
| +25% | +$41.5K | 0.15% | 126 |
|
|
2021
Q4 | $215K | Buy |
+3,560
| New | +$215K | 0.41% | 114 |
|
|
2020
Q4 | – | Sell |
-5,421
| Closed | -$222K | – | 142 |
|
|
2020
Q3 | $222K | Buy |
5,421
+55
| +1% | +$2.25K | 0.12% | 168 |
|
|
2020
Q2 | $218K | Buy |
+5,366
| New | +$218K | 0.15% | 151 |
|