LWAM
Legacy Wealth Asset Management’s Descartes Systems DSGX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $348K | Buy |
3,428
+76
| +2% | +$7.73K | 0.09% | 296 |
|
2025
Q1 | $338K | Sell |
3,352
-15
| -0.4% | -$1.51K | 0.09% | 285 |
|
2024
Q4 | $382K | Sell |
3,367
-404
| -11% | -$45.9K | 0.1% | 277 |
|
2024
Q3 | $388K | Buy |
3,771
+137
| +4% | +$14.1K | 0.1% | 275 |
|
2024
Q2 | $352K | Buy |
+3,634
| New | +$352K | 0.1% | 282 |
|