Sheets Smith Wealth Management’s Descartes Systems DSGX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,181
| Closed | -$361K | – | 365 |
|
|
2024
Q4 | $361K | Hold |
3,181
| – | – | 0.04% | 300 |
|
|
2024
Q3 | $328K | Sell |
3,181
-793
| -20% | -$81.6K | 0.04% | 309 |
|
|
2024
Q2 | $385K | Buy |
+3,974
| New | +$385K | 0.05% | 283 |
|
|
2022
Q1 | – | Sell |
-7,922
| Closed | -$655K | – | 364 |
|
|
2021
Q4 | $655K | Hold |
7,922
| – | – | 0.08% | 200 |
|
|
2021
Q3 | $644K | Sell |
7,922
-281
| -3% | -$22.8K | 0.09% | 189 |
|
|
2021
Q2 | $567K | Hold |
8,203
| – | – | 0.08% | 205 |
|
|
2021
Q1 | $500K | Hold |
8,203
| – | – | 0.07% | 207 |
|
|
2020
Q4 | $480K | Buy |
8,203
+15
| +0.2% | +$878 | 0.07% | 204 |
|
|
2020
Q3 | $467K | Buy |
+8,188
| New | +$467K | 0.08% | 189 |
|
|
2019
Q3 | – | Sell |
-10,027
| Closed | -$371K | – | 300 |
|
|
2019
Q2 | $371K | Sell |
10,027
-88
| -0.9% | -$3.26K | 0.08% | 246 |
|
|
2019
Q1 | $368K | Buy |
+10,115
| New | +$368K | 0.08% | 239 |
|