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

Tower View 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	-12,465	Closed	-$552K	–	242
2021 Q2	$552K	Sell	12,465 -220	-2%	-$9.42K	0.28%	65
2021 Q1	$515K	Hold	12,685	–	–	0.28%	69
2020 Q4	$536K	Sell	12,685 -22,235	-64%	-$751K	0.3%	65
2020 Q3	$938K	Buy	34,920 +34,720	+17,360%	+$1.02M	0.61%	59
2020 Q2	$6K	Hold	200	–	–	﹤0.01%	124
2020 Q1	$5K	Hold	200	–	–	﹤0.01%	104
2019 Q4	$4K	Buy	200 +100	+100%	+$2.23K	﹤0.01%	128
2019 Q3	$2K	Hold	100	–	–	﹤0.01%	131
2019 Q2	$4K	Buy	+100	New	+$3.68K	﹤0.01%	121

Other funds holding WORK

CCM

Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 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

Tower View Wealth Management's WORK Position: Q3 2021 in Review

Tower View Wealth Management sold out of Slack Technologies, Inc. (WORK) in Q3 2021, closing a stake of 12,465 shares — an estimated $552K sold.

Tower View Wealth Management first reported a position in WORK in Q2 2019 and held it in 9 quarters. The position peaked at $938K in Q3 2020. 3 funds tracked by Wall St. Rank hold WORK as of Q3 2021.

Tower View Wealth Management reported no remaining Slack Technologies, Inc. position as of Q3 2021 after selling out during the quarter.
Tower View Wealth Management sold 12,465 Slack Technologies, Inc. shares in Q3 2021, an estimated $552K.
Tower View Wealth Management first reported a position in Slack Technologies, Inc. in Q2 2019 and held it in 9 quarters.
Tower View Wealth Management's Slack Technologies, Inc. position peaked at $938K in Q3 2020.
3 funds tracked by Wall St. Rank held Slack Technologies, Inc. as of Q3 2021.

Based on Tower View Wealth Management's 13F filing for Q3 2021, filed 8 Nov 2021.