Global Retirement Partners’s Slack Technologies, Inc. WORK Stock Holding History

Global Retirement Partners’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	-115	Closed	-$5K	–	2103
2021 Q2	$5K	Buy	+115	New	+$4.92K	﹤0.01%	1609
2021 Q1	–	Sell	-1,200	Closed	-$51K	–	1943
2020 Q4	$51K	Sell	1,200 -2,800	-70%	-$94.6K	0.01%	721
2020 Q3	$107K	Buy	4,000 +1,240	+45%	+$36.5K	0.02%	474
2020 Q2	$86K	Sell	2,760 -740	-21%	-$22.2K	0.01%	515
2020 Q1	$94K	Hold	3,500	–	–	0.02%	446
2019 Q4	$79K	Buy	3,500 +2,100	+150%	+$46.7K	0.01%	541
2019 Q3	$33K	Buy	+1,400	New	+$42.4K	0.01%	735

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

Global Retirement Partners's WORK Position: Q3 2021 in Review

Global Retirement Partners sold out of Slack Technologies, Inc. (WORK) in Q3 2021, closing a stake of 115 shares — an estimated $5K sold.

Global Retirement Partners first reported a position in WORK in Q3 2019 and held it in 7 quarters. The position peaked at $107K in Q3 2020. 3 funds tracked by Wall St. Rank hold WORK as of Q3 2021.

Global Retirement Partners reported no remaining Slack Technologies, Inc. position as of Q3 2021 after selling out during the quarter.
Global Retirement Partners sold 115 Slack Technologies, Inc. shares in Q3 2021, an estimated $5K.
Global Retirement Partners first reported a position in Slack Technologies, Inc. in Q3 2019 and held it in 7 quarters.
Global Retirement Partners's Slack Technologies, Inc. position peaked at $107K in Q3 2020.
3 funds tracked by Wall St. Rank held Slack Technologies, Inc. as of Q3 2021.

Based on Global Retirement Partners's 13F filing for Q3 2021, filed 22 Oct 2021.