Mount Yale Investment 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
$295K Sell
2,904
-3,743
-56% -$380K 0.02% 464
2025
Q1
$670K Sell
6,647
-1,218
-15% -$123K 0.06% 267
2024
Q4
$893K Sell
7,865
-12
-0.2% -$1.36K 0.07% 221
2024
Q3
$811K Sell
7,877
-356
-4% -$36.7K 0.08% 238
2024
Q2
$797K Buy
+8,233
New +$797K 0.06% 248