LWM
WORK

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

Lyell Wealth Management’s Portfolio WORK Stock Details WORK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-4,593
Closed -$203K – 192
2021
Q2 		$203K Sell
4,593
-547
-11% -$24.2K 0.03% 184
2021
Q1 		$209K Sell
5,140
-81,538
-94% -$3.32M 0.03% 165
2020
Q4 		$3.66M Sell
86,678
-30,809
-26% -$1.3M 0.58% 60
2020
Q3 		$3.16M Buy
+117,487
New +$3.16M 0.59% 60