Private Client Services’s Dynatrace DT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-33,393
Closed -$1.49M 171
2024
Q2
$1.49M Buy
33,393
+8,537
+34% +$382K 0.94% 34
2024
Q1
$1.15M Buy
24,856
+11,278
+83% +$524K 0.78% 40
2023
Q4
$743K Buy
+13,578
New +$743K 0.61% 48