OWM
OneAscent Wealth Management’s Dynatrace DT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-7,109
| Closed | -$280K | – | 164 |
|
|
2022
Q2 | $280K | Buy |
7,109
+2,067
| +41% | +$81.4K | 0.14% | 128 |
|
|
2022
Q1 | $237K | Buy |
5,042
+744
| +17% | +$35K | 0.12% | 174 |
|
|
2021
Q4 | $259K | Buy |
+4,298
| New | +$259K | 0.65% | 64 |
|
|
2021
Q1 | $388K | Buy |
8,051
+1,618
| +25% | +$78K | 0.17% | 146 |
|
|
2020
Q4 | $278K | Buy |
+6,433
| New | +$278K | 0.13% | 161 |
|