OAM
WORK
Occidental Asset Management’s Slack Technologies, Inc. WORK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-10,647
| Closed | -$472K | – | 213 |
|
|
2021
Q2 | $472K | Hold |
10,647
| – | – | 0.13% | 147 |
|
|
2021
Q1 | $433K | Hold |
10,647
| – | – | 0.13% | 143 |
|
|
2020
Q4 | $450K | Sell |
10,647
-435
| -4% | -$18.4K | 0.15% | 124 |
|
|
2020
Q3 | $298K | Hold |
11,082
| – | – | 0.12% | 121 |
|
|
2020
Q2 | $345K | Sell |
11,082
-5,010
| -31% | -$156K | 0.15% | 114 |
|
|
2020
Q1 | $432K | Sell |
16,092
-185,375
| -92% | -$4.98M | 0.22% | 98 |
|
|
2019
Q4 | $4.53M | Buy |
+201,467
| New | +$4.53M | 1.85% | 12 |
|