BWP
Baldwin Wealth Partners’s Twilio TWLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-34
| Closed | -$2.22K | – | 955 |
|
|
2024
Q3 | $2.22K | Buy |
+34
| New | +$2.22K | ﹤0.01% | 938 |
|
|
2024
Q1 | – | Sell |
-41
| Closed | -$3.11K | – | 735 |
|
|
2023
Q4 | $3.11K | Hold |
41
| – | – | ﹤0.01% | 650 |
|
|
2023
Q3 | $2.4K | Hold |
41
| – | – | ﹤0.01% | 677 |
|
|
2023
Q2 | $2.61K | Sell |
41
-100
| -71% | -$6.36K | ﹤0.01% | 686 |
|
|
2023
Q1 | $9.4K | Hold |
141
| – | – | ﹤0.01% | 623 |
|
|
2022
Q4 | $6.9K | Sell |
141
-800
| -85% | -$39.2K | ﹤0.01% | 637 |
|
|
2022
Q3 | $65K | Hold |
941
| – | – | 0.01% | 293 |
|
|
2022
Q2 | $78K | Sell |
941
-13
| -1% | -$1.08K | 0.01% | 279 |
|
|
2022
Q1 | $157K | Hold |
954
| – | – | 0.02% | 231 |
|
|
2021
Q4 | $251K | Buy |
954
+100
| +12% | +$26.3K | 0.03% | 187 |
|
|
2021
Q3 | $272K | Sell |
854
-231
| -21% | -$73.6K | 0.03% | 175 |
|
|
2021
Q2 | $427K | Hold |
1,085
| – | – | 0.05% | 137 |
|
|
2021
Q1 | $370K | Buy |
1,085
+244
| +29% | +$83.2K | 0.04% | 132 |
|
|
2020
Q4 | $285K | Buy |
841
+41
| +5% | +$13.9K | 0.04% | 144 |
|
|
2020
Q3 | $198K | Hold |
800
| – | – | 0.03% | 156 |
|
|
2020
Q2 | $176K | Buy |
800
+100
| +14% | +$22K | 0.03% | 161 |
|
|
2020
Q1 | $63K | Sell |
700
-400
| -36% | -$36K | 0.01% | 252 |
|
|
2019
Q4 | $108K | Buy |
1,100
+700
| +175% | +$68.7K | 0.02% | 234 |
|
|
2019
Q3 | $44K | Buy |
+400
| New | +$44K | 0.01% | 327 |
|