Venturi Wealth Management’s Dynatrace DT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,153
| Closed | -$226K | – | 905 |
|
|
2024
Q4 | $226K | Buy |
4,153
+1,939
| +88% | +$105K | 0.01% | 514 |
|
|
2024
Q3 | $118K | Buy |
2,214
+1,823
| +466% | +$97.5K | 0.01% | 523 |
|
|
2024
Q2 | $17.5K | Buy |
391
+170
| +77% | +$7.61K | ﹤0.01% | 968 |
|
|
2024
Q1 | $10.3K | Sell |
221
-172
| -44% | -$7.99K | ﹤0.01% | 931 |
|
|
2023
Q4 | $21.5K | Buy |
393
+126
| +47% | +$6.89K | ﹤0.01% | 683 |
|
|
2023
Q3 | $12.5K | Buy |
+267
| New | +$12.5K | ﹤0.01% | 750 |
|