Transcend Capital 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 |
-8,711
| Closed | -$390K | – | 624 |
|
|
2024
Q2 | $390K | Hold |
8,711
| – | – | 0.03% | 407 |
|
|
2024
Q1 | $405K | Buy |
8,711
+11
| +0.1% | +$511 | 0.03% | 359 |
|
|
2023
Q4 | $476K | Sell |
8,700
-53
| -0.6% | -$2.9K | 0.04% | 315 |
|
|
2023
Q3 | $409K | Hold |
8,753
| – | – | 0.04% | 320 |
|
|
2023
Q2 | $451K | Buy |
+8,753
| New | +$451K | 0.04% | 312 |
|