Level Financial Advisors’s Zoom ZM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-50	Closed	-$5K	–	358
2022 Q2	$5K	Hold	50	–	–	﹤0.01%	218
2022 Q1	$6K	Hold	50	–	–	﹤0.01%	181
2021 Q4	$9K	Buy	+50	New	+$9K	0.01%	180