Creative Planning’s Slack Technologies, Inc. WORK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-17,163
| Closed | -$760K | – | 2167 |
|
|
2021
Q2 | $760K | Sell |
17,163
-13,954
| -45% | -$618K | ﹤0.01% | 1058 |
|
|
2021
Q1 | $1.26M | Buy |
31,117
+3,516
| +13% | +$143K | ﹤0.01% | 905 |
|
|
2020
Q4 | $1.17M | Sell |
27,601
-15,629
| -36% | -$660K | ﹤0.01% | 870 |
|
|
2020
Q3 | $1.16M | Buy |
43,230
+10,208
| +31% | +$274K | ﹤0.01% | 733 |
|
|
2020
Q2 | $1.03M | Buy |
33,022
+7,590
| +30% | +$236K | ﹤0.01% | 729 |
|
|
2020
Q1 | $683K | Buy |
25,432
+2,746
| +12% | +$73.7K | ﹤0.01% | 797 |
|
|
2019
Q4 | $510K | Buy |
22,686
+8,952
| +65% | +$201K | ﹤0.01% | 1093 |
|
|
2019
Q3 | $326K | Sell |
13,734
-25,606
| -65% | -$608K | ﹤0.01% | 1304 |
|
|
2019
Q2 | $1.48M | Buy |
+39,340
| New | +$1.48M | 0.01% | 597 |
|