LPWM
WORK

Lake Point Wealth Management’s Slack Technologies, Inc. WORK Stock Holding History

Lake Point Wealth Management’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
-75
Closed -$3K – 475
2021
Q2 		$3K Buy
+75
New +$3.21K ﹤0.01% 315
2020
Q1 		$2K Buy
75
+25
+50% +$603 ﹤0.01% 287
2019
Q4 		$1K Buy
+50
New +$1.11K ﹤0.01% 589

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