AE Wealth Management’s Slack Technologies, Inc. WORK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-20,572
Closed -$911K 1711
2021
Q2
$911K Buy
20,572
+13,726
+200% +$608K 0.01% 875
2021
Q1
$278K Sell
6,846
-5,439
-44% -$221K ﹤0.01% 1281
2020
Q4
$519K Sell
12,285
-314
-2% -$13.3K 0.01% 944
2020
Q3
$338K Sell
12,599
-17,872
-59% -$479K ﹤0.01% 997
2020
Q2
$947K Buy
30,471
+16,310
+115% +$507K 0.01% 642
2020
Q1
$380K Buy
+14,161
New +$380K 0.01% 779