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 |
|