Sendero 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
$5.16M Buy
93,427
+22,527
+32% +$1.24M 0.64% 36
2025
Q1
$3.34M Buy
70,900
+10,477
+17% +$494K 0.46% 44
2024
Q4
$3.28M Buy
60,423
+23,798
+65% +$1.29M 0.49% 43
2024
Q3
$1.96M Buy
36,625
+8,298
+29% +$444K 0.31% 52
2024
Q2
$1.27M Buy
28,327
+17,629
+165% +$789K 0.21% 64
2024
Q1
$497K Buy
+10,698
New +$497K 0.09% 128