Envestnet Portfolio Solutions’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 | $543K | Sell |
5,345
-1,301
| -20% | -$132K | ﹤0.01% | 1058 |
|
2025
Q1 | $670K | Sell |
6,646
-2,305
| -26% | -$232K | ﹤0.01% | 936 |
|
2024
Q4 | $1.02M | Sell |
8,951
-300
| -3% | -$34.1K | ﹤0.01% | 912 |
|
2024
Q3 | $952K | Sell |
9,251
-1,223
| -12% | -$126K | ﹤0.01% | 920 |
|
2024
Q2 | $1.01M | Buy |
10,474
+3,605
| +52% | +$349K | ﹤0.01% | 853 |
|
2024
Q1 | $629K | Buy |
6,869
+1,726
| +34% | +$158K | ﹤0.01% | 1021 |
|
2023
Q4 | $432K | Buy |
5,143
+492
| +11% | +$41.4K | ﹤0.01% | 1108 |
|
2023
Q3 | $341K | Buy |
+4,651
| New | +$341K | ﹤0.01% | 1162 |
|