J.P. Morgan Private Wealth Advisors’s Descartes Systems DSGX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $323K | Hold |
4,401
| – | – | ﹤0.01% | 1439 |
|
|
2023
Q2 | $353K | Sell |
4,401
-497
| -10% | -$39.8K | ﹤0.01% | 1173 |
|
|
2023
Q1 | $395K | Buy |
4,898
+693
| +16% | +$55.9K | ﹤0.01% | 1565 |
|
|
2022
Q4 | $293K | Sell |
4,205
-52
| -1% | -$3.62K | ﹤0.01% | 1669 |
|
|
2022
Q3 | $270K | Sell |
4,257
-167
| -4% | -$10.6K | ﹤0.01% | 1697 |
|
|
2022
Q2 | $275K | Sell |
4,424
-47
| -1% | -$2.92K | ﹤0.01% | 1694 |
|
|
2022
Q1 | $328K | Sell |
4,471
-222
| -5% | -$16.3K | ﹤0.01% | 1713 |
|
|
2021
Q4 | $388K | Buy |
4,693
+95
| +2% | +$7.85K | ﹤0.01% | 1641 |
|
|
2021
Q3 | $374K | Buy |
4,598
+24
| +0.5% | +$1.95K | ﹤0.01% | 1621 |
|
|
2021
Q2 | $316K | Buy |
4,574
+311
| +7% | +$21.5K | ﹤0.01% | 1657 |
|
|
2021
Q1 | $260K | Buy |
+4,263
| New | +$260K | ﹤0.01% | 1591 |
|