LIWM
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Long Island Wealth Management’s Salesforce CRM Stock Holding History

Long Island Wealth Management’s Portfolio CRM Stock Details CRM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-69
Closed -$18K – 140
2023
Q4 		$18K Buy
+69
New +$18K 0.01% 171