Carson Wealth (CWM LLC)’s Digi International DGII Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18K | Buy |
513
+304
| +145% | +$10.7K | ﹤0.01% | 3967 |
|
|
2025
Q1 | $6K | Buy |
209
+61
| +41% | +$1.75K | ﹤0.01% | 4342 |
|
|
2024
Q4 | $4K | Buy |
148
+20
| +16% | +$541 | ﹤0.01% | 4286 |
|
|
2024
Q3 | $4K | Buy |
128
+12
| +10% | +$375 | ﹤0.01% | 4167 |
|
|
2024
Q2 | $3K | Buy |
116
+38
| +49% | +$983 | ﹤0.01% | 4054 |
|
|
2024
Q1 | $2K | Buy |
78
+72
| +1,200% | +$1.85K | ﹤0.01% | 3955 |
|
|
2023
Q4 | $0 | Sell |
6
-86
| -93% | – | ﹤0.01% | 4203 |
|
|
2023
Q3 | $2K | Buy |
92
+33
| +56% | +$717 | ﹤0.01% | 3780 |
|
|
2023
Q2 | $2K | Buy |
59
+6
| +11% | +$203 | ﹤0.01% | 3769 |
|
|
2023
Q1 | $2K | Buy |
53
+16
| +43% | +$604 | ﹤0.01% | 3627 |
|
|
2022
Q4 | $1K | Buy |
37
+17
| +85% | +$459 | ﹤0.01% | 3717 |
|
|
2022
Q3 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 3617 |
|
|
2022
Q2 | – | Sell |
-71
| Closed | -$2K | – | 3824 |
|
|
2022
Q1 | $2K | Sell |
71
-17
| -19% | -$479 | ﹤0.01% | 3141 |
|
|
2021
Q4 | $2K | Buy |
+88
| New | +$2K | ﹤0.01% | 3094 |
|