Clearstead Advisors’s Descartes Systems DSGX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.1K | Sell |
129
-41
| -24% | -$4.17K | ﹤0.01% | 1784 |
|
|
2025
Q1 | $17.1K | Hold |
170
| – | – | ﹤0.01% | 1463 |
|
|
2024
Q4 | $19.3K | Sell |
170
-555
| -77% | -$63K | ﹤0.01% | 1400 |
|
|
2024
Q3 | $74.6K | Buy |
725
+55
| +8% | +$5.66K | ﹤0.01% | 1107 |
|
|
2024
Q2 | $64.9K | Buy |
670
+115
| +21% | +$11.1K | ﹤0.01% | 1102 |
|
|
2024
Q1 | $54.1K | Buy |
555
+540
| +3,600% | +$52.6K | ﹤0.01% | 742 |
|
|
2023
Q4 | $1.26K | Sell |
15
-15
| -50% | -$1.26K | ﹤0.01% | 1367 |
|
|
2023
Q3 | $2.2K | Buy |
30
+15
| +100% | +$1.1K | ﹤0.01% | 1390 |
|
|
2023
Q2 | $1.2K | Hold |
15
| – | – | ﹤0.01% | 1228 |
|
|
2023
Q1 | $1.21K | Hold |
15
| – | – | ﹤0.01% | 1206 |
|
|
2022
Q4 | $1.05K | Hold |
15
| – | – | ﹤0.01% | 1168 |
|
|
2022
Q3 | $1K | Hold |
15
| – | – | ﹤0.01% | 1137 |
|
|
2022
Q2 | $1K | Sell |
15
-19
| -56% | -$1.27K | ﹤0.01% | 1167 |
|
|
2022
Q1 | $2K | Buy |
+34
| New | +$2K | ﹤0.01% | 1195 |
|
|
2021
Q4 | – | Sell |
-284
| Closed | -$23K | – | 1310 |
|
|
2021
Q3 | $23K | Buy |
+284
| New | +$23K | ﹤0.01% | 761 |
|