BFC
WORK

Bedel Financial Consulting’s Slack Technologies, Inc. WORK Stock Holding History

Bedel Financial Consulting’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
-27
Closed -$1K – 1056
2021
Q2 		$1K Hold
27
– – ﹤0.01% 964
2021
Q1 		$1K Hold
27
– – ﹤0.01% 922
2020
Q4 		$1K Hold
27
– – ﹤0.01% 825
2020
Q3 		$1K Hold
27
– – ﹤0.01% 803
2020
Q2 		$1K Hold
27
– – ﹤0.01% 770
2020
Q1 		$1K Hold
27
– – ﹤0.01% 787
2019
Q4 		$1K Hold
27
– – ﹤0.01% 752
2019
Q3 		$1K Hold
27
– – ﹤0.01% 739
2019
Q2 		$1K Buy
+27
New +$994 ﹤0.01% 709

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