IAA
Independent Advisor Alliance’s Descartes Systems DSGX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.93M | Buy |
38,641
+121
| +0.3% | +$12.3K | 0.11% | 155 |
|
|
2025
Q1 | $3.88M | Sell |
38,520
-427
| -1% | -$43.1K | 0.13% | 146 |
|
|
2024
Q4 | $4.42M | Buy |
38,947
+13
| +0% | +$1.48K | 0.06% | 295 |
|
|
2024
Q3 | $4.01M | Hold |
38,934
| – | – | 0.15% | 121 |
|
|
2024
Q2 | $3.77M | Hold |
38,934
| – | – | 0.13% | 135 |
|
|
2024
Q1 | $3.56M | Hold |
38,934
| – | – | 0.13% | 140 |
|
|
2023
Q4 | $3.27M | Hold |
38,934
| – | – | 0.12% | 145 |
|
|
2023
Q3 | $2.86M | Hold |
38,934
| – | – | 0.13% | 153 |
|
|
2023
Q2 | $3.12M | Sell |
38,934
-12,952
| -25% | -$1.04M | 0.14% | 140 |
|
|
2023
Q1 | $4.18M | Buy |
+51,886
| New | +$4.18M | 0.2% | 99 |
|