Stonegate Investment Group’s Dynatrace DT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-28,955
| Closed | -$1.55M | – | 405 |
|
|
2024
Q3 | $1.55M | Hold |
28,955
| – | – | 0.04% | 138 |
|
|
2024
Q2 | $1.3M | Sell |
28,955
-115
| -0.4% | -$5.15K | 0.04% | 146 |
|
|
2024
Q1 | $1.35M | Hold |
29,070
| – | – | 0.04% | 140 |
|
|
2023
Q4 | $1.59M | Buy |
29,070
+955
| +3% | +$52.2K | 0.05% | 132 |
|
|
2023
Q3 | $1.31M | Hold |
28,115
| – | – | 0.05% | 136 |
|
|
2023
Q2 | $1.45M | Hold |
28,115
| – | – | 0.05% | 137 |
|
|
2023
Q1 | $1.19M | Hold |
28,115
| – | – | 0.04% | 145 |
|
|
2022
Q4 | $1.08M | Buy |
+28,115
| New | +$1.08M | 0.05% | 138 |
|