Patriot Financial Group Insurance Agency’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 |
-244
| Closed | -$10K | – | 808 |
|
|
2022
Q2 | $10K | Sell |
244
-55
| -18% | -$2.25K | ﹤0.01% | 1232 |
|
|
2022
Q1 | $14K | Sell |
299
-195
| -39% | -$9.13K | ﹤0.01% | 1227 |
|
|
2021
Q4 | $30K | Hold |
494
| – | – | 0.01% | 1057 |
|
|
2021
Q3 | $35K | Buy |
494
+117
| +31% | +$8.29K | 0.01% | 1001 |
|
|
2021
Q2 | $22K | Buy |
377
+28
| +8% | +$1.63K | ﹤0.01% | 1130 |
|
|
2021
Q1 | $17K | Hold |
349
| – | – | ﹤0.01% | 1163 |
|
|
2020
Q4 | $15K | Hold |
349
| – | – | ﹤0.01% | 1077 |
|
|
2020
Q3 | $14K | Sell |
349
-200
| -36% | -$8.02K | ﹤0.01% | 917 |
|
|
2020
Q2 | $22K | Buy |
+549
| New | +$22K | 0.01% | 718 |
|