LFF
WORK

Level Four Financial’s Slack Technologies, Inc. WORK Stock Holding History

Level Four Financial’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
-5,100
Closed -$226K – 348
2021
Q2 		$226K Hold
5,100
– – 0.1% 268
2021
Q1 		$207K Sell
5,100
-540
-10% -$22.6K 0.1% 257
2020
Q4 		$238K Buy
+5,640
New +$191K 0.1% 247

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