FWM
WORK

Focused Wealth Management’s Slack Technologies, Inc. WORK Stock Holding History

Focused Wealth Management’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
-25
Closed -$1K – 1152
2021
Q2 		$1K Hold
25
– – ﹤0.01% 916
2021
Q1 		$1K Hold
25
– – ﹤0.01% 897
2020
Q4 		$1K Buy
+25
New +$845 ﹤0.01% 807
2020
Q2 		– Sell
-5,825
Closed -$156K – 859
2020
Q1 		$156K Buy
+5,825
New +$140K 0.04% 137
2019
Q4 		– Sell
-15
Closed – – 796
2019
Q3 		$0 Hold
15
– – ﹤0.01% 805
2019
Q2 		$1K Buy
+15
New +$552 ﹤0.01% 719

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