Disciplined Investments’s Slack Technologies, Inc. WORK Stock Holding History

Disciplined Investments’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	-37	Closed	-$2K	–	457
2021 Q2	$2K	Hold	37	–	–	﹤0.01%	396
2021 Q1	$2K	Buy	+37	New	+$1.55K	﹤0.01%	352
2020 Q3	–	Sell	-37	Closed	-$1K	–	456
2020 Q2	$1K	Hold	37	–	–	﹤0.01%	401
2020 Q1	$1K	Buy	+37	New	+$892	﹤0.01%	416

Other funds holding WORK

CCM

Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 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

Disciplined Investments's WORK Position: Q3 2021 in Review

Disciplined Investments sold out of Slack Technologies, Inc. (WORK) in Q3 2021, closing a stake of 37 shares — an estimated $2K sold.

Disciplined Investments first reported a position in WORK in Q1 2020 and held it in 4 quarters. The position peaked at $2K in Q2 2021. 3 funds tracked by Wall St. Rank hold WORK as of Q3 2021.

Disciplined Investments reported no remaining Slack Technologies, Inc. position as of Q3 2021 after selling out during the quarter.
Disciplined Investments sold 37 Slack Technologies, Inc. shares in Q3 2021, an estimated $2K.
Disciplined Investments first reported a position in Slack Technologies, Inc. in Q1 2020 and held it in 4 quarters.
Disciplined Investments's Slack Technologies, Inc. position peaked at $2K in Q2 2021.
3 funds tracked by Wall St. Rank held Slack Technologies, Inc. as of Q3 2021.

Based on Disciplined Investments's 13F filing for Q3 2021, filed 9 Nov 2021.