Alta Wealth Advisors’s Twilio TWLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-3,233
| Closed | -$224K | – | 150 |
|
|
2022
Q3 | $224K | Sell |
3,233
-125
| -4% | -$8.66K | 0.16% | 125 |
|
|
2022
Q2 | $280K | Sell |
3,358
-130
| -4% | -$10.8K | 0.19% | 122 |
|
|
2022
Q1 | $575K | Sell |
3,488
-317
| -8% | -$52.3K | 0.34% | 94 |
|
|
2021
Q4 | $1M | Buy |
3,805
+459
| +14% | +$121K | 0.62% | 50 |
|
|
2021
Q3 | $1.07M | Sell |
3,346
-25
| -0.7% | -$7.98K | 0.78% | 39 |
|
|
2021
Q2 | $1.33M | Sell |
3,371
-15
| -0.4% | -$5.91K | 0.97% | 24 |
|
|
2021
Q1 | $1.15M | Buy |
3,386
+6
| +0.2% | +$2.05K | 0.96% | 28 |
|
|
2020
Q4 | $1.14M | Buy |
+3,380
| New | +$1.14M | 0.96% | 25 |
|