JFS 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
Q2 | $1.42K | Sell |
14
-1
| -7% | -$102 | ﹤0.01% | 1482 |
|
|
2025
Q1 | $1.51K | Sell |
15
-5
| -25% | -$504 | ﹤0.01% | 1560 |
|
|
2024
Q4 | $2.27K | Buy |
20
+3
| +18% | +$341 | ﹤0.01% | 1421 |
|
|
2024
Q3 | $1.75K | Buy |
17
+3
| +21% | +$309 | ﹤0.01% | 1544 |
|
|
2024
Q2 | $1.36K | Hold |
14
| – | – | ﹤0.01% | 1576 |
|
|
2024
Q1 | $1.28K | Hold |
14
| – | – | ﹤0.01% | 1589 |
|
|
2023
Q4 | $1.18K | Buy |
14
+1
| +8% | +$84 | ﹤0.01% | 1610 |
|
|
2023
Q3 | $955 | Buy |
13
+1
| +8% | +$73 | ﹤0.01% | 1610 |
|
|
2023
Q2 | $962 | Hold |
12
| – | – | ﹤0.01% | 1621 |
|
|
2023
Q1 | $969 | Hold |
12
| – | – | ﹤0.01% | 1592 |
|
|
2022
Q4 | $837 | Hold |
12
| – | – | ﹤0.01% | 1643 |
|
|
2022
Q3 | $1K | Buy |
12
+1
| +9% | +$83 | ﹤0.01% | 1530 |
|
|
2022
Q2 | $1K | Sell |
11
-7
| -39% | -$636 | ﹤0.01% | 1506 |
|
|
2022
Q1 | $1K | Buy |
+18
| New | +$1K | ﹤0.01% | 1622 |
|