VFA
Values First Advisors’s Dynatrace DT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-80
| Closed | -$3.4K | – | 219 |
|
|
2023
Q1 | $3.4K | Buy |
+80
| New | +$3.4K | ﹤0.01% | 250 |
|
|
2022
Q3 | – | Sell |
-22,489
| Closed | -$887K | – | 156 |
|
|
2022
Q2 | $887K | Buy |
22,489
+8,901
| +66% | +$351K | 0.63% | 51 |
|
|
2022
Q1 | $640K | Buy |
13,588
+3,220
| +31% | +$152K | 0.4% | 78 |
|
|
2021
Q4 | $626K | Sell |
10,368
-1,440
| -12% | -$86.9K | 0.37% | 84 |
|
|
2021
Q3 | $838K | Sell |
11,808
-1,190
| -9% | -$84.5K | 0.54% | 59 |
|
|
2021
Q2 | $759K | Buy |
12,998
+1,096
| +9% | +$64K | 0.51% | 68 |
|
|
2021
Q1 | $574K | Buy |
11,902
+1,829
| +18% | +$88.2K | 0.42% | 79 |
|
|
2020
Q4 | $436K | Buy |
10,073
+2,036
| +25% | +$88.1K | 0.35% | 95 |
|
|
2020
Q3 | $330K | Sell |
8,037
-2,127
| -21% | -$87.3K | 0.3% | 110 |
|
|
2020
Q2 | $413K | Sell |
10,164
-172
| -2% | -$6.99K | 0.41% | 85 |
|
|
2020
Q1 | $246K | Buy |
+10,336
| New | +$246K | 0.3% | 100 |
|