9258 Wealth Management’s Twilio TWLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-3,007
| Closed | -$200K | – | 330 |
|
|
2023
Q1 | $200K | Buy |
+3,007
| New | +$200K | 0.04% | 306 |
|
|
2022
Q2 | – | Sell |
-1,801
| Closed | -$297K | – | 359 |
|
|
2022
Q1 | $297K | Buy |
1,801
+164
| +10% | +$27K | 0.07% | 283 |
|
|
2021
Q4 | $431K | Buy |
1,637
+201
| +14% | +$52.9K | 0.1% | 218 |
|
|
2021
Q3 | $458K | Buy |
1,436
+41
| +3% | +$13.1K | 0.12% | 185 |
|
|
2021
Q2 | $550K | Buy |
1,395
+142
| +11% | +$56K | 0.15% | 151 |
|
|
2021
Q1 | $427K | Sell |
1,253
-501
| -29% | -$171K | 0.13% | 177 |
|
|
2020
Q4 | $594K | Buy |
1,754
+577
| +49% | +$195K | 0.19% | 133 |
|
|
2020
Q3 | $328K | Sell |
1,177
-248
| -17% | -$69.1K | 0.12% | 189 |
|
|
2020
Q2 | $313K | Sell |
1,425
-723
| -34% | -$159K | 0.13% | 194 |
|
|
2020
Q1 | $235K | Buy |
+2,148
| New | +$235K | 0.1% | 225 |
|
|
2019
Q3 | – | Sell |
-1,900
| Closed | -$259K | – | 193 |
|
|
2019
Q2 | $259K | Buy |
+1,900
| New | +$259K | 0.21% | 140 |
|