Arete Wealth Advisors’s Twilio TWLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $270K | Sell |
2,171
-145
| -6% | -$18K | 0.02% | 597 |
|
|
2025
Q1 | $227K | Buy |
2,316
+22
| +1% | +$2.16K | 0.02% | 630 |
|
|
2024
Q4 | $248K | Buy |
+2,294
| New | +$248K | 0.02% | 620 |
|
|
2024
Q1 | – | Sell |
-3,273
| Closed | -$248K | – | 708 |
|
|
2023
Q4 | $248K | Buy |
+3,273
| New | +$248K | 0.02% | 598 |
|