LIWM
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Long Island Wealth Management’s Regions Financial RF Stock Holding History

Long Island Wealth Management’s Portfolio RF Stock Details RF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-120
Closed -$2K – 325
2023
Q4 		$2K Buy
+120
New +$2K ﹤0.01% 360