BRWA
WORK

B. Riley Wealth Advisors’s Slack Technologies, Inc. WORK Stock Holding History

B. Riley Wealth Advisors’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
-11,405
Closed -$506K – 1505
2021
Q2 		$506K Buy
11,405
+381
+3% +$16.3K 0.02% 767
2021
Q1 		$448K Sell
11,024
-17,339
-61% -$725K 0.02% 786
2020
Q4 		$1.2M Buy
28,363
+3,748
+15% +$127K 0.06% 285
2020
Q3 		$663K Sell
24,615
-6,542
-21% -$192K 0.04% 436
2020
Q2 		$969K Buy
31,157
+7,030
+29% +$211K 0.06% 286
2020
Q1 		$648K Buy
24,127
+11,943
+98% +$288K 0.06% 326
2019
Q4 		$274K Buy
+12,184
New +$271K 0.02% 633

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