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

Tradition 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	-100	Closed	-$4K	–	1233
2021 Q2	$4K	Sell	100 -200	-67%	-$8.56K	﹤0.01%	1118
2021 Q1	$12K	Sell	300 -363	-55%	-$15.2K	﹤0.01%	757
2020 Q4	$28K	Buy	+663	New	+$22.4K	0.01%	525

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

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

Tradition Wealth Management sold out of Slack Technologies, Inc. (WORK) in Q3 2021, closing a stake of 100 shares — an estimated $4K sold.

Tradition Wealth Management first reported a position in WORK in Q4 2020 and held it in 3 quarters. The position peaked at $28K in Q4 2020. 3 funds tracked by Wall St. Rank hold WORK as of Q3 2021.

Tradition Wealth Management reported no remaining Slack Technologies, Inc. position as of Q3 2021 after selling out during the quarter.
Tradition Wealth Management sold 100 Slack Technologies, Inc. shares in Q3 2021, an estimated $4K.
Tradition Wealth Management first reported a position in Slack Technologies, Inc. in Q4 2020 and held it in 3 quarters.
Tradition Wealth Management's Slack Technologies, Inc. position peaked at $28K in Q4 2020.
3 funds tracked by Wall St. Rank held Slack Technologies, Inc. as of Q3 2021.

Based on Tradition Wealth Management's 13F filing for Q3 2021, filed 12 Nov 2021.