MSFP
Mark Sheptoff Financial Planning’s Digi International DGII Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-200
| Closed | -$5.57K | – | 517 |
|
2025
Q1 | $5.57K | Hold |
200
| – | – | ﹤0.01% | 366 |
|
2024
Q4 | $6.05K | Hold |
200
| – | – | ﹤0.01% | 354 |
|
2024
Q3 | $5.51K | Sell |
200
-250
| -56% | -$6.88K | ﹤0.01% | 356 |
|
2024
Q2 | $10.3K | Hold |
450
| – | – | 0.01% | 313 |
|
2024
Q1 | $14.4K | Hold |
450
| – | – | 0.01% | 265 |
|
2023
Q4 | $11.7K | Hold |
450
| – | – | 0.01% | 277 |
|
2023
Q3 | $12.2K | Sell |
450
-150
| -25% | -$4.05K | 0.01% | 254 |
|
2023
Q2 | $23.6K | Sell |
600
-700
| -54% | -$27.6K | 0.01% | 209 |
|
2023
Q1 | $43.8K | Hold |
1,300
| – | – | 0.03% | 163 |
|
2022
Q4 | $47.5K | Buy |
+1,300
| New | +$47.5K | 0.03% | 153 |
|