Wealth Enhancement Advisory Services’s Dynatrace DT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $596K | Sell |
10,548
-1,205
| -10% | -$68.1K | ﹤0.01% | 2081 |
|
|
2025
Q1 | $554K | Sell |
11,753
-2,132
| -15% | -$101K | ﹤0.01% | 1972 |
|
|
2024
Q4 | $755K | Buy |
13,885
+2,902
| +26% | +$158K | ﹤0.01% | 1695 |
|
|
2024
Q3 | $587K | Buy |
+10,983
| New | +$587K | ﹤0.01% | 1706 |
|
|
2024
Q2 | – | Sell |
-6,039
| Closed | -$280K | – | 2508 |
|
|
2024
Q1 | $280K | Buy |
6,039
+1,381
| +30% | +$64.1K | ﹤0.01% | 1966 |
|
|
2023
Q4 | $255K | Buy |
+4,658
| New | +$255K | ﹤0.01% | 1930 |
|