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 |
|