Level Financial Advisors’s Salesforce CRM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-4	Closed	-$845	–	289
2023 Q2	$845	Buy	+4	New	+$845	﹤0.01%	261
2022 Q3	–	Sell	-36	Closed	-$6K	–	261
2022 Q2	$6K	Buy	+36	New	+$6K	﹤0.01%	202