Walled Lake Planning & Wealth Management’s Slack Technologies, Inc. WORK Stock Holding History

Walled Lake Planning & 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	-24	Closed	-$1K	–	357
2021 Q2	$1K	Hold	24	–	–	﹤0.01%	308
2021 Q1	$1K	Buy	24 +7	+41%	+$293	﹤0.01%	304
2020 Q4	$1K	Sell	17 -694	-98%	-$23.5K	﹤0.01%	314
2020 Q3	$19K	Buy	711 +694	+4,082%	+$20.4K	0.02%	177
2020 Q2	$1K	Hold	17	–	–	﹤0.01%	329
2020 Q1	$0	Buy	+17	New	+$410	﹤0.01%	371

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

Walled Lake Planning & Wealth Management's WORK Position: Q3 2021 in Review

Walled Lake Planning & Wealth Management sold out of Slack Technologies, Inc. (WORK) in Q3 2021, closing a stake of 24 shares — an estimated $1K sold.

Walled Lake Planning & Wealth Management first reported a position in WORK in Q1 2020 and held it in 6 quarters. The position peaked at $19K in Q3 2020. 3 funds tracked by Wall St. Rank hold WORK as of Q3 2021.

Walled Lake Planning & Wealth Management reported no remaining Slack Technologies, Inc. position as of Q3 2021 after selling out during the quarter.
Walled Lake Planning & Wealth Management sold 24 Slack Technologies, Inc. shares in Q3 2021, an estimated $1K.
Walled Lake Planning & Wealth Management first reported a position in Slack Technologies, Inc. in Q1 2020 and held it in 6 quarters.
Walled Lake Planning & Wealth Management's Slack Technologies, Inc. position peaked at $19K in Q3 2020.
3 funds tracked by Wall St. Rank held Slack Technologies, Inc. as of Q3 2021.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q3 2021, filed 15 Nov 2021.