Avitas Wealth Management’s Twilio TWLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,420
| Closed | -$203K | – | 215 |
|
|
2022
Q2 | $203K | Buy |
+2,420
| New | +$203K | 0.04% | 185 |
|
|
2022
Q1 | – | Sell |
-2,222
| Closed | -$585K | – | 220 |
|
|
2021
Q4 | $585K | Buy |
2,222
+144
| +7% | +$37.9K | 0.1% | 150 |
|
|
2021
Q3 | $663K | Buy |
2,078
+637
| +44% | +$203K | 0.12% | 154 |
|
|
2021
Q2 | $568K | Sell |
1,441
-447
| -24% | -$176K | 0.1% | 172 |
|
|
2021
Q1 | $643K | Sell |
1,888
-398
| -17% | -$136K | 0.13% | 176 |
|
|
2020
Q4 | $774K | Buy |
2,286
+674
| +42% | +$228K | 0.16% | 162 |
|
|
2020
Q3 | $398K | Buy |
1,612
+315
| +24% | +$77.8K | 0.11% | 162 |
|
|
2020
Q2 | $285K | Buy |
+1,297
| New | +$285K | 0.09% | 155 |
|
|
2019
Q3 | – | Sell |
-11,520
| Closed | -$1.57M | – | 186 |
|
|
2019
Q2 | $1.57M | Buy |
+11,520
| New | +$1.57M | 0.44% | 93 |
|