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BWA
WORK
BDO Wealth Advisors’s
Slack Technologies, Inc.
WORK
Stock Holding History
BDO Wealth Advisors’s Portfolio
WORK Stock Details
WORK Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2021
Q3
–
Sell
-50
Closed
-$2K
–
1166
2021
Q2
$2K
Hold
50
–
–
﹤0.01%
1019
2021
Q1
$2K
Hold
50
–
–
﹤0.01%
1029
2020
Q4
$2K
Buy
+50
New
+$1.69K
﹤0.01%
806
2020
Q2
–
Sell
-300
Closed
-$8K
–
792
2020
Q1
$8K
Buy
+300
New
+$7.24K
﹤0.01%
569
2019
Q4
–
Sell
-200
Closed
-$5K
–
656
2019
Q3
$5K
Hold
200
–
–
﹤0.01%
514
2019
Q2
$8K
Buy
+200
New
+$7.36K
﹤0.01%
468
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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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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