True Wealth Design’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 | $407 | Hold |
4
| – | – | ﹤0.01% | 1824 |
|
|
2025
Q1 | $404 | Sell |
4
-1
| -20% | -$101 | ﹤0.01% | 1637 |
|
|
2024
Q4 | $568 | Buy |
5
+1
| +25% | +$114 | ﹤0.01% | 1067 |
|
|
2024
Q3 | $412 | Buy |
4
+1
| +33% | +$103 | ﹤0.01% | 1127 |
|
|
2024
Q2 | $291 | Buy |
3
+1
| +50% | +$97 | ﹤0.01% | 718 |
|
|
2024
Q1 | $184 | Buy |
2
+1
| +100% | +$92 | ﹤0.01% | 745 |
|
|
2023
Q4 | $85 | Hold |
1
| – | – | ﹤0.01% | 747 |
|
|
2023
Q3 | $74 | Hold |
1
| – | – | ﹤0.01% | 731 |
|
|
2023
Q2 | $81 | Hold |
1
| – | – | ﹤0.01% | 733 |
|
|
2023
Q1 | $81 | Hold |
1
| – | – | ﹤0.01% | 807 |
|
|
2022
Q4 | $70 | Buy |
+1
| New | +$70 | ﹤0.01% | 760 |
|