Williams Jones Wealth Management’s Dynatrace DT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-101,739
| Closed | -$6.14M | – | 540 |
|
|
2021
Q4 | $6.14M | Sell |
101,739
-1,376
| -1% | -$83K | 0.08% | 134 |
|
|
2021
Q3 | $7.32M | Sell |
103,115
-1,625
| -2% | -$115K | 0.1% | 118 |
|
|
2021
Q2 | $6.12M | Buy |
104,740
+3,886
| +4% | +$227K | 0.09% | 131 |
|
|
2021
Q1 | $4.87M | Buy |
100,854
+3,072
| +3% | +$148K | 0.08% | 142 |
|
|
2020
Q4 | $4.23M | Buy |
97,782
+80,057
| +452% | +$3.46M | 0.07% | 138 |
|
|
2020
Q3 | $727K | Buy |
17,725
+8,450
| +91% | +$347K | 0.01% | 225 |
|
|
2020
Q2 | $377K | Buy |
+9,275
| New | +$377K | 0.01% | 289 |
|