EverSource Wealth Advisors’s Descartes Systems DSGX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $69.2K | Sell |
681
-215
| -24% | -$21.9K | ﹤0.01% | 1403 |
|
2025
Q1 | $90.3K | Buy |
896
+49
| +6% | +$4.94K | 0.01% | 948 |
|
2024
Q4 | $96.2K | Buy |
847
+108
| +15% | +$12.3K | 0.01% | 916 |
|
2024
Q3 | $76.1K | Sell |
739
-751
| -50% | -$77.3K | ﹤0.01% | 890 |
|
2024
Q2 | $151K | Buy |
1,490
+45
| +3% | +$4.57K | 0.01% | 652 |
|
2024
Q1 | $134K | Buy |
1,445
+72
| +5% | +$6.68K | 0.01% | 613 |
|
2023
Q4 | $115K | Buy |
1,373
+22
| +2% | +$1.85K | 0.01% | 590 |
|
2023
Q3 | $99.2K | Sell |
1,351
-59
| -4% | -$4.33K | 0.01% | 570 |
|
2023
Q2 | $113K | Buy |
1,410
+17
| +1% | +$1.36K | 0.01% | 536 |
|
2023
Q1 | $112K | Buy |
1,393
+42
| +3% | +$3.39K | 0.01% | 507 |
|
2022
Q4 | $94.1K | Hold |
1,351
| – | – | 0.01% | 524 |
|
2022
Q3 | $86K | Buy |
1,351
+501
| +59% | +$31.9K | 0.02% | 469 |
|
2022
Q2 | $53K | Buy |
+850
| New | +$53K | 0.01% | 610 |
|