PO
WORK

Private Ocean’s Slack Technologies, Inc. WORK Stock Holding History

Private Ocean’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
-25
Closed -$1K – 656
2021
Q2 		$1K Hold
25
– – ﹤0.01% 517
2021
Q1 		$1K Hold
25
– – ﹤0.01% 573
2020
Q4 		$1K Hold
25
– – ﹤0.01% 493
2020
Q3 		$1K Hold
25
– – ﹤0.01% 506
2020
Q2 		$0 Hold
25
– – ﹤0.01% 601
2020
Q1 		$0 Hold
25
– – ﹤0.01% 619
2019
Q4 		$1K Hold
25
– – ﹤0.01% 480
2019
Q3 		$1K Buy
+25
New +$757 ﹤0.01% 593

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