Carson Wealth (CWM LLC)’s Descartes Systems DSGX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17K | Hold |
169
| – | – | ﹤0.01% | 3993 |
|
|
2025
Q1 | $17K | Buy |
169
+59
| +54% | +$5.94K | ﹤0.01% | 3787 |
|
|
2024
Q4 | $12K | Sell |
110
-7
| -6% | -$764 | ﹤0.01% | 3745 |
|
|
2024
Q3 | $12K | Buy |
117
+7
| +6% | +$718 | ﹤0.01% | 3671 |
|
|
2024
Q2 | $11K | Buy |
110
+10
| +10% | +$1K | ﹤0.01% | 3472 |
|
|
2024
Q1 | $9K | Hold |
100
| – | – | ﹤0.01% | 3383 |
|
|
2023
Q4 | $8K | Hold |
100
| – | – | ﹤0.01% | 3275 |
|
|
2023
Q3 | $7K | Sell |
100
-40
| -29% | -$2.8K | ﹤0.01% | 3286 |
|
|
2023
Q2 | $11K | Hold |
140
| – | – | ﹤0.01% | 3004 |
|
|
2023
Q1 | $11K | Sell |
140
-76
| -35% | -$5.97K | ﹤0.01% | 2883 |
|
|
2022
Q4 | $15K | Buy |
216
+116
| +116% | +$8.06K | ﹤0.01% | 2546 |
|
|
2022
Q3 | $6K | Hold |
100
| – | – | ﹤0.01% | 2957 |
|
|
2022
Q2 | $6K | Hold |
100
| – | – | ﹤0.01% | 2863 |
|
|
2022
Q1 | $7K | Sell |
100
-22
| -18% | -$1.54K | ﹤0.01% | 2667 |
|
|
2021
Q4 | $10K | Buy |
+122
| New | +$10K | ﹤0.01% | 2338 |
|
|
2021
Q2 | $8K | Hold |
122
| – | – | ﹤0.01% | 2178 |
|
|
2021
Q1 | $8K | Hold |
122
| – | – | ﹤0.01% | 2178 |
|
|
2020
Q4 | $8K | Hold |
122
| – | – | ﹤0.01% | 2178 |
|
|
2020
Q3 | $8K | Hold |
122
| – | – | ﹤0.01% | 2178 |
|
|
2020
Q2 | $8K | Hold |
122
| – | – | ﹤0.01% | 2178 |
|
|
2020
Q1 | $8K | Hold |
122
| – | – | ﹤0.01% | 2178 |
|
|
2019
Q4 | $8K | Hold |
122
| – | – | ﹤0.01% | 2178 |
|
|
2019
Q3 | $8K | Hold |
122
| – | – | ﹤0.01% | 2178 |
|
|
2019
Q2 | $8K | Hold |
122
| – | – | ﹤0.01% | 2178 |
|
|
2019
Q1 | $8K | Buy |
122
+42
| +53% | +$2.75K | ﹤0.01% | 2178 |
|
|
2018
Q4 | $2K | Hold |
80
| – | – | ﹤0.01% | 1729 |
|
|
2018
Q3 | $3K | Hold |
80
| – | – | ﹤0.01% | 1443 |
|
|
2018
Q2 | $3K | Buy |
+80
| New | +$3K | ﹤0.01% | 1280 |
|