Perigon Wealth Management’s Dynatrace DT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$508K	Buy	+9,209	New	+$508K	0.01%	668
2024 Q1	–	Sell	-8,298	Closed	-$454K	–	860
2023 Q4	$454K	Buy	+8,298	New	+$454K	0.01%	524
2021 Q1	–	Sell	-459	Closed	-$20K	–	624
2020 Q4	$20K	Buy	+459	New	+$20K	﹤0.01%	1032