Carson Wealth (CWM LLC)’s Digi International DGII Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$34K	Buy	706 +89	+14%	+$4.16K	﹤0.01%	4073
2025 Q4	$27K	Buy	617 +24	+4%	+$961	﹤0.01%	3998
2025 Q3	$22K	Buy	593 +80	+16%	+$2.75K	﹤0.01%	4060
2025 Q2	$18K	Buy	513 +304	+145%	+$9.3K	﹤0.01%	3970
2025 Q1	$6K	Buy	209 +61	+41%	+$1.88K	﹤0.01%	4349
2024 Q4	$4K	Buy	148 +20	+16%	+$623	﹤0.01%	4288
2024 Q3	$4K	Buy	128 +12	+10%	+$316	﹤0.01%	4169
2024 Q2	$3K	Buy	116 +38	+49%	+$1.02K	﹤0.01%	4056
2024 Q1	$2K	Buy	78 +72	+1,200%	+$2.01K	﹤0.01%	3957
2023 Q4	$0	Sell	6 -86	-93%	-$2.13K	﹤0.01%	4210
2023 Q3	$2K	Buy	92 +33	+56%	+$1.13K	﹤0.01%	3783
2023 Q2	$2K	Buy	59 +6	+11%	+$206	﹤0.01%	3776
2023 Q1	$2K	Buy	53 +16	+43%	+$547	﹤0.01%	3632
2022 Q4	$1K	Buy	37 +17	+85%	+$654	﹤0.01%	3725
2022 Q3	$1K	Buy	+20	New	+$621	﹤0.01%	3626
2022 Q2	–	Sell	-71	Closed	-$2K	–	3845
2022 Q1	$2K	Sell	71 -17	-19%	-$363	﹤0.01%	3154
2021 Q4	$2K	Buy	+88	New	+$2.02K	﹤0.01%	3105