Icon Wealth 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 Q1	–	Sell	-1,292	Closed	-$147K	–	488
2024 Q4	$147K	Sell	1,292 -91	-7%	-$10.3K	0.01%	432
2024 Q3	$142K	Sell	1,383 -645	-32%	-$66.4K	0.01%	419
2024 Q2	$206K	Sell	2,028 -454	-18%	-$46.1K	0.02%	327
2024 Q1	$227K	Buy	+2,482	New	+$227K	0.02%	323