B
WORK

BP’s Slack Technologies, Inc. WORK Stock Holding History

BP’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
-10,497
Closed -$465K – 577
2021
Q2 		$465K Sell
10,497
-3,326
-24% -$142K 0.02% 429
2021
Q1 		$562K Sell
13,823
-3,366
-20% -$141K 0.02% 443
2020
Q4 		$726K Sell
17,189
-23,969
-58% -$810K 0.02% 409
2020
Q3 		$1.11M Sell
41,158
-46,186
-53% -$1.36M 0.03% 404
2020
Q2 		$2.71M Buy
87,344
+42,066
+93% +$1.26M 0.1% 214
2020
Q1 		$1.22M Buy
+45,278
New +$1.09M 0.05% 342
2019
Q3 		– Sell
-90,529
Closed -$3.38M – 558
2019
Q2 		$3.38M Buy
+90,529
New +$3.33M 0.13% 192

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