Asymmetry Capital Management’s Twist Bioscience TWST Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-53,344
Closed -$2.42M 45
2020
Q2
$2.42M Sell
53,344
-70,776
-57% -$3.21M 1.85% 20
2020
Q1
$3.8M Buy
124,120
+69,786
+128% +$2.13M 4.15% 10
2019
Q4
$1.14M Buy
54,334
+16,116
+42% +$338K 2.05% 24
2019
Q3
$913K Sell
38,218
-133,685
-78% -$3.19M 1.96% 19
2019
Q2
$4.99M Buy
171,903
+148,170
+624% +$4.3M 2.7% 14
2019
Q1
$550K Buy
+23,733
New +$550K 0.92% 24