Level Financial Advisors’s Intuit INTU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-42	Closed	-$16K	–	287
2022 Q2	$16K	Buy	42 +13	+45%	+$4.95K	0.01%	157
2022 Q1	$14K	Hold	29	–	–	0.01%	143
2021 Q4	$19K	Buy	+29	New	+$19K	0.01%	135