SPC
WORK

Sigma Planning Corp’s Slack Technologies, Inc. WORK Stock Holding History

Sigma Planning Corp’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
-29,956
Closed -$1.33M – 1535
2021
Q2 		$1.33M Sell
29,956
-14,341
-32% -$614K 0.04% 454
2021
Q1 		$1.8M Sell
44,297
-21,674
-33% -$907K 0.06% 342
2020
Q4 		$2.79M Sell
65,971
-59,836
-48% -$2.02M 0.09% 217
2020
Q3 		$3.38M Buy
125,807
+86,823
+223% +$2.55M 0.13% 172
2020
Q2 		$1.21M Buy
+38,984
New +$1.17M 0.05% 336

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