IAA
WORK

Independent Advisor Alliance’s Slack Technologies, Inc. WORK Stock Holding History

Independent Advisor Alliance’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
-7,725
Closed -$342K – 687
2021
Q2 		$342K Sell
7,725
-78
-1% -$3.34K 0.02% 478
2021
Q1 		$317K Sell
7,803
-3,646
-32% -$153K 0.02% 477
2020
Q4 		$484K Sell
11,449
-1,387
-11% -$46.9K 0.03% 351
2020
Q3 		$345K Sell
12,836
-9,117
-42% -$268K 0.03% 361
2020
Q2 		$683K Buy
21,953
+12,199
+125% +$367K 0.07% 212
2020
Q1 		$262K Buy
+9,754
New +$235K 0.04% 304

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