Steward Partners Investment Advisory’s Dynatrace DT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $61.9K | Sell |
1,121
-478
| -30% | -$26.4K | ﹤0.01% | 2370 |
|
|
2025
Q1 | $75.4K | Buy |
1,599
+162
| +11% | +$7.64K | ﹤0.01% | 2181 |
|
|
2024
Q4 | $78.1K | Buy |
1,437
+911
| +173% | +$49.5K | ﹤0.01% | 2105 |
|
|
2024
Q3 | $28.1K | Buy |
526
+40
| +8% | +$2.14K | ﹤0.01% | 2499 |
|
|
2024
Q2 | $21.7K | Sell |
486
-322
| -40% | -$14.4K | ﹤0.01% | 2500 |
|
|
2024
Q1 | $37.5K | Buy |
808
+214
| +36% | +$9.94K | ﹤0.01% | 2242 |
|
|
2023
Q4 | $32.5K | Buy |
594
+44
| +8% | +$2.41K | ﹤0.01% | 2154 |
|
|
2023
Q3 | $25.7K | Hold |
550
| – | – | ﹤0.01% | 2190 |
|
|
2023
Q2 | $28.3K | Sell |
550
-50
| -8% | -$2.57K | ﹤0.01% | 2111 |
|
|
2023
Q1 | $25.4K | Sell |
600
-50
| -8% | -$2.12K | ﹤0.01% | 2147 |
|
|
2022
Q4 | $24.9K | Sell |
650
-170
| -21% | -$6.51K | ﹤0.01% | 2134 |
|
|
2022
Q3 | $29K | Sell |
820
-50
| -6% | -$1.77K | ﹤0.01% | 2038 |
|
|
2022
Q2 | $34K | Hold |
870
| – | – | ﹤0.01% | 1979 |
|
|
2022
Q1 | $41K | Sell |
870
-30
| -3% | -$1.41K | ﹤0.01% | 2012 |
|
|
2021
Q4 | $54K | Sell |
900
-950
| -51% | -$57K | ﹤0.01% | 1864 |
|
|
2021
Q3 | $131K | Sell |
1,850
-50
| -3% | -$3.54K | ﹤0.01% | 1444 |
|
|
2021
Q2 | $111K | Hold |
1,900
| – | – | ﹤0.01% | 2088 |
|
|
2021
Q1 | $91.7K | Buy |
+1,900
| New | +$91.7K | ﹤0.01% | 1674 |
|
|
2020
Q3 | – | Sell |
-2,300
| Closed | -$93K | – | 2764 |
|
|
2020
Q2 | $93K | Buy |
+2,300
| New | +$93K | ﹤0.01% | 1181 |
|