Kiley Juergens 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
-20,302
Closed -$899K 69
2021
Q2
$899K Sell
20,302
-500
-2% -$22.1K 0.41% 45
2021
Q1
$845K Sell
20,802
-200
-1% -$8.12K 0.44% 43
2020
Q4
$887K Buy
21,002
+1,330
+7% +$56.2K 0.52% 34
2020
Q3
$528K Buy
19,672
+7,445
+61% +$200K 0.39% 37
2020
Q2
$380K Buy
+12,227
New +$380K 0.32% 40