CIBC Private Wealth Group’s Descartes Systems DSGX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $200K | Sell |
1,971
-750
| -28% | -$76.1K | ﹤0.01% | 1131 |
|
|
2025
Q1 | $256K | Sell |
2,721
-18
| -0.7% | -$1.7K | ﹤0.01% | 995 |
|
|
2024
Q4 | $310K | Buy |
2,739
+717
| +35% | +$81.1K | ﹤0.01% | 1005 |
|
|
2024
Q3 | $208K | Buy |
2,022
+385
| +24% | +$39.6K | ﹤0.01% | 1169 |
|
|
2024
Q2 | $164K | Hold |
1,637
| – | – | ﹤0.01% | 1202 |
|
|
2024
Q1 | $152K | Buy |
+1,637
| New | +$152K | ﹤0.01% | 1229 |
|
|
2023
Q3 | – | Sell |
-12,374
| Closed | -$991K | – | 1093 |
|
|
2023
Q2 | $991K | Buy |
12,374
+50
| +0.4% | +$4.01K | ﹤0.01% | 601 |
|
|
2023
Q1 | $993K | Buy |
12,324
+225
| +2% | +$18.1K | ﹤0.01% | 605 |
|
|
2022
Q4 | $815K | Buy |
12,099
+150
| +1% | +$10.1K | ﹤0.01% | 553 |
|
|
2022
Q3 | $759K | Sell |
11,949
-381
| -3% | -$24.2K | ﹤0.01% | 644 |
|
|
2022
Q2 | $765K | Sell |
12,330
-85
| -0.7% | -$5.27K | ﹤0.01% | 643 |
|
|
2022
Q1 | $910K | Buy |
12,415
+980
| +9% | +$71.8K | ﹤0.01% | 650 |
|
|
2021
Q4 | $945K | Sell |
11,435
-675
| -6% | -$55.8K | ﹤0.01% | 663 |
|
|
2021
Q3 | $984K | Hold |
12,110
| – | – | ﹤0.01% | 626 |
|
|
2021
Q2 | $838K | Hold |
12,110
| – | – | ﹤0.01% | 700 |
|
|
2021
Q1 | $738K | Buy |
12,110
+240
| +2% | +$14.6K | ﹤0.01% | 732 |
|
|
2020
Q4 | $694K | Hold |
11,870
| – | – | ﹤0.01% | 707 |
|
|
2020
Q3 | $677K | Sell |
11,870
-1,000
| -8% | -$57K | ﹤0.01% | 631 |
|
|
2020
Q2 | $681K | Sell |
12,870
-755
| -6% | -$40K | ﹤0.01% | 502 |
|
|
2020
Q1 | $468K | Sell |
13,625
-5,160
| -27% | -$177K | ﹤0.01% | 641 |
|
|
2019
Q4 | $803K | Hold |
18,785
| – | – | ﹤0.01% | 617 |
|
|
2019
Q3 | $757K | Buy |
18,785
+2,330
| +14% | +$93.9K | ﹤0.01% | 616 |
|
|
2019
Q2 | $608K | Sell |
16,455
-1,000
| -6% | -$36.9K | ﹤0.01% | 673 |
|
|
2019
Q1 | $635K | Hold |
17,455
| – | – | ﹤0.01% | 673 |
|
|
2018
Q4 | $462K | Hold |
17,455
| – | – | ﹤0.01% | 699 |
|
|
2018
Q3 | $592K | Sell |
17,455
-205
| -1% | -$6.95K | ﹤0.01% | 742 |
|
|
2018
Q2 | $574K | Buy |
17,660
+1,900
| +12% | +$61.8K | ﹤0.01% | 743 |
|
|
2018
Q1 | $450K | Hold |
15,760
| – | – | ﹤0.01% | 801 |
|
|
2017
Q4 | $448K | Buy |
+15,760
| New | +$448K | ﹤0.01% | 802 |
|