Beacon Investment Advisory Services’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
-3,063
Closed -$257K 290
2022
Q2
$257K Sell
3,063
-7
-0.2% -$587 0.01% 246
2022
Q1
$506K Buy
3,070
+173
+6% +$28.5K 0.02% 206
2021
Q4
$763K Buy
2,897
+46
+2% +$12.1K 0.03% 186
2021
Q3
$910K Buy
2,851
+377
+15% +$120K 0.04% 173
2021
Q2
$975K Buy
2,474
+716
+41% +$282K 0.04% 170
2021
Q1
$599K Buy
1,758
+995
+130% +$339K 0.03% 185
2020
Q4
$258K Buy
+763
New +$258K 0.01% 245