Woodley Farra Manion Portfolio Management’s Dynatrace DT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-4,625
| Closed | -$218K | – | 93 |
|
|
2022
Q1 | $218K | Hold |
4,625
| – | – | 0.02% | 94 |
|
|
2021
Q4 | $279K | Buy |
4,625
+25
| +0.5% | +$1.51K | 0.02% | 90 |
|
|
2021
Q3 | $326K | Buy |
4,600
+50
| +1% | +$3.54K | 0.03% | 77 |
|
|
2021
Q2 | $266K | Hold |
4,550
| – | – | 0.02% | 89 |
|
|
2021
Q1 | $219K | Buy |
+4,550
| New | +$219K | 0.02% | 96 |
|
|
2020
Q3 | – | Sell |
-3,500
| Closed | -$142K | – | 161 |
|
|
2020
Q2 | $142K | Buy |
3,500
+1,000
| +40% | +$40.6K | 0.01% | 89 |
|
|
2020
Q1 | $60K | Hold |
2,500
| – | – | 0.01% | 150 |
|
|
2019
Q4 | $63K | Buy |
+2,500
| New | +$63K | 0.01% | 166 |
|