Portside Wealth Group’s Dynatrace DT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $351K | Sell |
6,359
-58
| -0.9% | -$3.2K | 0.05% | 310 |
|
2025
Q1 | $303K | Sell |
6,417
-24
| -0.4% | -$1.13K | 0.05% | 329 |
|
2024
Q4 | $350K | Buy |
6,441
+48
| +0.8% | +$2.61K | 0.06% | 289 |
|
2024
Q3 | $342K | Buy |
6,393
+1,077
| +20% | +$57.6K | 0.06% | 285 |
|
2024
Q2 | $238K | Buy |
5,316
+406
| +8% | +$18.2K | 0.05% | 309 |
|
2024
Q1 | $228K | Buy |
+4,910
| New | +$228K | 0.04% | 328 |
|