Steward Values Enhanced Small-Mid Cap Fund DT Holdings History
Steward Values Enhanced Small-Mid Cap Fund's Dynatrace Inc Holding Summary
As of 2025-04-30, Steward Values Enhanced Small-Mid Cap Fund held 19,611.00 shares of Dynatrace Inc(DT), totaling $921,130.00. This investment constitutes 0.55% of their stock portfolio, and Steward Values Enhanced Small-Mid Cap Fund now holds 0.01% of the outstanding Dynatrace Inc(DT) stock.
The initial trade took place in 2022Q4. And since then Steward Values Enhanced Small-Mid Cap Fund has made 6 purchases of DT, at an average price of $43.04, for a total of 19,984.00 shares. In addition, there have been 2 sales at an average price of $49.16 for 373.00 shares. Based on historical transaction data and DT's current price of $53.09, Steward Values Enhanced Small-Mid Cap Fund's estimated gain on his DT holdings is $199,331.58, reflecting a 23.17% gain to date.
Steward Values Enhanced Small-Mid Cap Fund DT ($53.09) Holding Chart
Steward Values Enhanced Small-Mid Cap Fund DT ($53.09) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
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