Summit Trail Advisors’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 |
-139,159
| Closed | -$6.17M | – | 278 |
|
|
2021
Q2 | $6.17M | Buy |
+139,159
| New | +$6.17M | 0.54% | 35 |
|
|
2021
Q1 | – | Sell |
-6,090
| Closed | -$257K | – | 216 |
|
|
2020
Q4 | $257K | Buy |
+6,090
| New | +$257K | 0.03% | 160 |
|
|
2019
Q3 | – | Sell |
-38,703
| Closed | -$1.45M | – | 93 |
|
|
2019
Q2 | $1.45M | Buy |
+38,703
| New | +$1.45M | 0.63% | 24 |
|