Keystone Financial Group (Kentucky)’s Slack Technologies, Inc. WORK Stock Holding History

Keystone Financial Group (Kentucky)’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	-5,170	Closed	-$229K	–	301
2021 Q2	$229K	Hold	5,170	–	–	0.04%	267
2021 Q1	$210K	Sell	5,170 -5,000	-49%	-$209K	0.04%	266
2020 Q4	$430K	Sell	10,170 -2,925	-22%	-$98.8K	0.09%	151
2020 Q3	$352K	Buy	13,095 +1,120	+9%	+$32.9K	0.09%	163
2020 Q2	$372K	Buy	11,975 +1,975	+20%	+$59.4K	0.1%	152
2020 Q1	$268K	Buy	+10,000	New	+$241K	0.09%	163

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

Keystone Financial Group (Kentucky)'s WORK Position: Q3 2021 in Review

Keystone Financial Group (Kentucky) sold out of Slack Technologies, Inc. (WORK) in Q3 2021, closing a stake of 5,170 shares — an estimated $229K sold.

Keystone Financial Group (Kentucky) first reported a position in WORK in Q1 2020 and held it in 6 quarters. The position peaked at $430K in Q4 2020. 3 funds tracked by Wall St. Rank hold WORK as of Q3 2021.

Keystone Financial Group (Kentucky) reported no remaining Slack Technologies, Inc. position as of Q3 2021 after selling out during the quarter.
Keystone Financial Group (Kentucky) sold 5,170 Slack Technologies, Inc. shares in Q3 2021, an estimated $229K.
Keystone Financial Group (Kentucky) first reported a position in Slack Technologies, Inc. in Q1 2020 and held it in 6 quarters.
Keystone Financial Group (Kentucky)'s Slack Technologies, Inc. position peaked at $430K in Q4 2020.
3 funds tracked by Wall St. Rank held Slack Technologies, Inc. as of Q3 2021.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q3 2021, filed 12 Nov 2021.