Wealthspire Advisors (Maryland)’s Descartes Systems DSGX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,640
| Closed | -$60K | – | 879 |
|
|
2019
Q1 | $60K | Buy |
1,640
+760
| +86% | +$27.8K | ﹤0.01% | 834 |
|
|
2018
Q4 | $23K | Buy |
880
+390
| +80% | +$10.2K | ﹤0.01% | 1140 |
|
|
2018
Q3 | $17K | Hold |
490
| – | – | ﹤0.01% | 1359 |
|
|
2018
Q2 | $16K | Hold |
490
| – | – | ﹤0.01% | 1390 |
|
|
2018
Q1 | $14K | Hold |
490
| – | – | ﹤0.01% | 1428 |
|
|
2017
Q4 | $14K | Hold |
490
| – | – | ﹤0.01% | 1452 |
|
|
2017
Q3 | $13K | Hold |
490
| – | – | ﹤0.01% | 1470 |
|
|
2017
Q2 | $12K | Hold |
490
| – | – | ﹤0.01% | 1457 |
|
|
2017
Q1 | $11K | Hold |
490
| – | – | ﹤0.01% | 1296 |
|
|
2016
Q4 | $10K | Sell |
490
-295
| -38% | -$6.02K | ﹤0.01% | 1215 |
|
|
2016
Q3 | $17K | Hold |
785
| – | – | ﹤0.01% | 1105 |
|
|
2016
Q2 | $15K | Hold |
785
| – | – | ﹤0.01% | 1095 |
|
|
2016
Q1 | $15K | Hold |
785
| – | – | ﹤0.01% | 1061 |
|
|
2015
Q4 | $16K | Buy |
+785
| New | +$16K | ﹤0.01% | 1039 |
|