VAFP
Vahanian & Associates Financial Planning’s Digi International DGII Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-8,485
| Closed | -$229K | – | 53 |
|
|
2023
Q3 | $229K | Buy |
8,485
+3,395
| +67% | +$91.7K | 0.74% | 53 |
|
|
2023
Q2 | $200K | Sell |
5,090
-6,150
| -55% | -$242K | 0.63% | 50 |
|
|
2023
Q1 | $379K | Sell |
11,240
-2,023
| -15% | -$68.1K | 1.05% | 34 |
|
|
2022
Q4 | $485K | Buy |
13,263
+725
| +6% | +$26.5K | 1.59% | 21 |
|
|
2022
Q3 | $433K | Buy |
+12,538
| New | +$433K | 1.49% | 23 |
|
|
2022
Q1 | – | Sell |
-11,569
| Closed | -$284K | – | 86 |
|
|
2021
Q4 | $284K | Buy |
+11,569
| New | +$284K | 0.23% | 125 |
|