Carson Wealth (CWM LLC)’s First of Long Island Corp FLIC Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-14,375
Closed -$178K 5165
2025
Q1
$178K Sell
14,375
-517
-3% -$6.4K ﹤0.01% 1994
2024
Q4
$174K Buy
14,892
+224
+2% +$2.62K ﹤0.01% 1916
2024
Q3
$189K Buy
14,668
+6,856
+88% +$88.3K ﹤0.01% 1782
2024
Q2
$78K Buy
7,812
+5,819
+292% +$58.1K ﹤0.01% 2151
2024
Q1
$22K Buy
1,993
+1,975
+10,972% +$21.8K ﹤0.01% 2820
2023
Q4
$0 Sell
18
-419
-96% ﹤0.01% 4250
2023
Q3
$5K Buy
437
+420
+2,471% +$4.81K ﹤0.01% 3445
2023
Q2
$0 Buy
+17
New ﹤0.01% 4242