Welch & Forbes’s Descartes Systems DSGX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-3,500
| Closed | -$222K | – | 371 |
|
|
2022
Q3 | $222K | Hold |
3,500
| – | – | ﹤0.01% | 355 |
|
|
2022
Q2 | $217K | Hold |
3,500
| – | – | ﹤0.01% | 364 |
|
|
2022
Q1 | $256K | Hold |
3,500
| – | – | ﹤0.01% | 349 |
|
|
2021
Q4 | $289K | Hold |
3,500
| – | – | ﹤0.01% | 343 |
|
|
2021
Q3 | $284K | Hold |
3,500
| – | – | ﹤0.01% | 348 |
|
|
2021
Q2 | $242K | Sell |
3,500
-1,039
| -23% | -$71.8K | ﹤0.01% | 369 |
|
|
2021
Q1 | $276K | Hold |
4,539
| – | – | 0.01% | 347 |
|
|
2020
Q4 | $265K | Buy |
+4,539
| New | +$265K | 0.01% | 351 |
|