BerganKDV Wealth Management’s Twilio TWLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.21K | Sell |
19
-6
| -24% | -$382 | ﹤0.01% | 738 |
|
|
2023
Q1 | $1.67K | Hold |
25
| – | – | ﹤0.01% | 848 |
|
|
2022
Q4 | $1.22K | Buy |
25
+5
| +25% | +$245 | ﹤0.01% | 857 |
|
|
2022
Q3 | $1K | Buy |
20
+14
| +233% | +$700 | ﹤0.01% | 930 |
|
|
2022
Q2 | $1K | Sell |
6
-8
| -57% | -$1.33K | ﹤0.01% | 937 |
|
|
2022
Q1 | $2K | Sell |
14
-3
| -18% | -$429 | ﹤0.01% | 877 |
|
|
2021
Q4 | $4K | Buy |
17
+3
| +21% | +$706 | ﹤0.01% | 834 |
|
|
2021
Q3 | $4K | Sell |
14
-50
| -78% | -$14.3K | ﹤0.01% | 795 |
|
|
2021
Q2 | $25K | Buy |
64
+50
| +357% | +$19.5K | ﹤0.01% | 491 |
|
|
2021
Q1 | $5K | Hold |
14
| – | – | ﹤0.01% | 676 |
|
|
2020
Q4 | $5K | Hold |
14
| – | – | ﹤0.01% | 668 |
|
|
2020
Q3 | $3K | Hold |
14
| – | – | ﹤0.01% | 663 |
|
|
2020
Q2 | $3K | Buy |
+14
| New | +$3K | ﹤0.01% | 717 |
|