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

Raffa Wealth Management’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	-69	Closed	-$3.06K	–	1141
2021 Q2	$3.06K	Sell	69 -354	-84%	-$15.2K	﹤0.01%	499
2021 Q1	$13.2K	Buy	423 +13	+3%	+$544	﹤0.01%	248
2020 Q4	$12.7K	Sell	410 -41	-9%	-$1.39K	﹤0.01%	227
2020 Q3	$12.1K	Sell	451 -153	-25%	-$4.5K	﹤0.01%	219
2020 Q2	$18.8K	Buy	604 +46	+8%	+$1.38K	0.01%	173
2020 Q1	$15K	Buy	+558	New	+$13.5K	0.01%	173

Other funds holding WORK

CCM

Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return

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

Raffa Wealth Management's WORK Position: Q3 2021 in Review

Raffa Wealth Management sold out of Slack Technologies, Inc. (WORK) in Q3 2021, closing a stake of 69 shares — an estimated $3.06K sold.

Raffa Wealth Management first reported a position in WORK in Q1 2020 and held it in 6 quarters. The position peaked at $18.8K in Q2 2020. 3 funds tracked by Wall St. Rank hold WORK as of Q3 2021.

Raffa Wealth Management reported no remaining Slack Technologies, Inc. position as of Q3 2021 after selling out during the quarter.
Raffa Wealth Management sold 69 Slack Technologies, Inc. shares in Q3 2021, an estimated $3.06K.
Raffa Wealth Management first reported a position in Slack Technologies, Inc. in Q1 2020 and held it in 6 quarters.
Raffa Wealth Management's Slack Technologies, Inc. position peaked at $18.8K in Q2 2020.
3 funds tracked by Wall St. Rank held Slack Technologies, Inc. as of Q3 2021.

Based on Raffa Wealth Management's 13F filing for Q3 2021, filed 27 Jul 2026.