Geneos Wealth Management’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 |
-2,275
| Closed | -$101K | – | 2944 |
|
|
2021
Q2 | $101K | Sell |
2,275
-534
| -19% | -$23.7K | ﹤0.01% | 1163 |
|
|
2021
Q1 | $119K | Sell |
2,809
-300
| -10% | -$12.7K | ﹤0.01% | 1219 |
|
|
2020
Q4 | $112K | Buy |
3,109
+1,262
| +68% | +$45.5K | ﹤0.01% | 1095 |
|
|
2020
Q3 | $50K | Buy |
1,847
+1,222
| +196% | +$33.1K | ﹤0.01% | 1261 |
|
|
2020
Q2 | $20K | Sell |
625
-4,618
| -88% | -$148K | ﹤0.01% | 1629 |
|
|
2020
Q1 | $149K | Sell |
5,243
-2,442
| -32% | -$69.4K | 0.01% | 713 |
|
|
2019
Q4 | $169K | Buy |
7,685
+3,460
| +82% | +$76.1K | 0.01% | 755 |
|
|
2019
Q3 | $93K | Buy |
4,225
+4,125
| +4,125% | +$90.8K | 0.01% | 917 |
|
|
2019
Q2 | $3K | Buy |
+100
| New | +$3K | ﹤0.01% | 2279 |
|