Perigon Wealth Management’s Slack Technologies, Inc. WORK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-7,723
| Closed | -$342K | – | 560 |
|
|
2021
Q2 | $342K | Buy |
7,723
+19
| +0.2% | +$841 | 0.03% | 375 |
|
|
2021
Q1 | $313K | Sell |
7,704
-888
| -10% | -$36.1K | 0.03% | 382 |
|
|
2020
Q4 | $363K | Sell |
8,592
-35,794
| -81% | -$1.51M | 0.04% | 302 |
|
|
2020
Q3 | $1.19M | Buy |
44,386
+16,023
| +56% | +$430K | 0.17% | 107 |
|
|
2020
Q2 | $882K | Buy |
28,363
+11,020
| +64% | +$343K | 0.14% | 119 |
|
|
2020
Q1 | $428K | Buy |
+17,343
| New | +$428K | 0.08% | 190 |
|