Sheaff Brock Investment Advisors’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 |
-5,734
| Closed | -$257K | – | 461 |
|
|
2024
Q2 | $257K | Buy |
5,734
+1,119
| +24% | +$50.1K | 0.02% | 344 |
|
|
2024
Q1 | $214K | Buy |
4,615
+429
| +10% | +$19.9K | 0.01% | 418 |
|
|
2023
Q4 | $229K | Buy |
+4,186
| New | +$229K | 0.02% | 390 |
|
|
2021
Q4 | – | Sell |
-2,899
| Closed | -$206K | – | 548 |
|
|
2021
Q3 | $206K | Buy |
+2,899
| New | +$206K | 0.02% | 478 |
|