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

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

Other funds holding WORK

CCM

Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return

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

BDO Wealth Advisors's WORK Position: Q3 2021 in Review

BDO Wealth Advisors sold out of Slack Technologies, Inc. (WORK) in Q3 2021, closing a stake of 50 shares — an estimated $2K sold.

BDO Wealth Advisors first reported a position in WORK in Q2 2019 and held it in 6 quarters. The position peaked at $8K in Q1 2020. 3 funds tracked by Wall St. Rank hold WORK as of Q3 2021.

BDO Wealth Advisors reported no remaining Slack Technologies, Inc. position as of Q3 2021 after selling out during the quarter.
BDO Wealth Advisors sold 50 Slack Technologies, Inc. shares in Q3 2021, an estimated $2K.
BDO Wealth Advisors first reported a position in Slack Technologies, Inc. in Q2 2019 and held it in 6 quarters.
BDO Wealth Advisors's Slack Technologies, Inc. position peaked at $8K in Q1 2020.
3 funds tracked by Wall St. Rank held Slack Technologies, Inc. as of Q3 2021.

Based on BDO Wealth Advisors's 13F filing for Q3 2021, filed 9 Nov 2021.