9WM
WORK
9258 Wealth Management’s Slack Technologies, Inc. WORK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-7,700
| Closed | -$341K | – | 361 |
|
|
2021
Q2 | $341K | Hold |
7,700
| – | – | 0.09% | 237 |
|
|
2021
Q1 | $313K | Sell |
7,700
-271
| -3% | -$11K | 0.09% | 240 |
|
|
2020
Q4 | $337K | Sell |
7,971
-4,224
| -35% | -$179K | 0.11% | 206 |
|
|
2020
Q3 | $312K | Buy |
+12,195
| New | +$312K | 0.12% | 195 |
|