AWS
WORK

AJ Wealth Strategies’s Slack Technologies, Inc. WORK Stock Holding History

AJ Wealth Strategies’s Portfolio WORK Stock Details WORK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-12,976
Closed -$575K – 301
2021
Q2 		$575K Hold
12,976
– – 0.03% 171
2021
Q1 		$527K Sell
12,976
-3,000
-19% -$125K 0.04% 159
2020
Q4 		$675K Sell
15,976
-675
-4% -$22.8K 0.06% 129
2020
Q3 		$447K Buy
16,651
+10,024
+151% +$295K 0.05% 137
2020
Q2 		$206K Buy
+6,627
New +$199K 0.02% 189

Other funds holding WORK

CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
USCWA
U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return