LIWM
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Long Island Wealth Management’s DocuSign DOCU Stock Holding History

Long Island Wealth Management’s Portfolio DOCU Stock Details DOCU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-919
Closed -$55K – 160
2023
Q4 		$55K Buy
+919
New +$55K 0.04% 127