KPWS
WORK

Kestra Private Wealth Services’s Slack Technologies, Inc. WORK Stock Holding History

Kestra Private Wealth Services’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
-15,488
Closed -$686K – 989
2021
Q2 		$686K Sell
15,488
-436
-3% -$18.7K 0.04% 433
2021
Q1 		$647K Sell
15,924
-1,967
-11% -$82.3K 0.05% 396
2020
Q4 		$757K Sell
17,891
-16,351
-48% -$553K 0.06% 340
2020
Q3 		$927K Buy
+34,242
New +$1.01M 0.08% 256

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