MIAN
WORK

Mariner Independent Advisor Network’s Slack Technologies, Inc. WORK Stock Holding History

Mariner Independent Advisor Network’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
-16,237
Closed -$719K – 541
2021
Q2 		$719K Sell
16,237
-10,908
-40% -$467K 0.03% 382
2021
Q1 		$1.1M Sell
27,145
-225
-0.8% -$9.41K 0.06% 288
2020
Q4 		$1.16M Buy
27,370
+4,987
+22% +$169K 0.06% 268
2020
Q3 		$601K Buy
22,383
+7,879
+54% +$232K 0.05% 255
2020
Q2 		$449K Sell
14,504
-1,293
-8% -$38.9K 0.04% 269
2020
Q1 		$407K Sell
15,797
-77,301
-83% -$1.86M 0.04% 295
2019
Q4 		$2.09M Buy
+93,098
New +$2.07M 0.15% 154

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