BFEC
WORK

Benjamin F. Edwards & Company’s Slack Technologies, Inc. WORK Stock Holding History

Benjamin F. Edwards & Company’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
-10,538
Closed -$467K – 1796
2021
Q2 		$467K Sell
10,538
-940
-8% -$40.2K 0.02% 457
2021
Q1 		$466K Sell
11,478
-2,209
-16% -$92.4K 0.03% 474
2020
Q4 		$578K Buy
13,687
+883
+7% +$29.8K 0.03% 405
2020
Q3 		$344K Buy
12,804
+6,441
+101% +$189K 0.02% 474
2020
Q2 		$198K Buy
6,363
+4,363
+218% +$131K 0.01% 577
2020
Q1 		$54K Buy
2,000
+1,600
+400% +$38.6K ﹤0.01% 837
2019
Q4 		$9K Buy
400
+200
+100% +$4.45K ﹤0.01% 1474
2019
Q3 		$5K Buy
+200
New +$6.06K ﹤0.01% 1600

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