Berman Capital Advisors’s Twilio TWLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $591K | Buy |
1,860
+771
| +71% | +$245K | 0.09% | 115 |
|
|
2021
Q2 | $427K | Sell |
1,089
-396
| -27% | -$155K | 0.07% | 131 |
|
|
2021
Q1 | $504K | Buy |
1,485
+471
| +46% | +$160K | 0.11% | 97 |
|
|
2020
Q4 | $341K | Buy |
1,014
+851
| +522% | +$286K | 0.08% | 112 |
|
|
2020
Q3 | $39K | Buy |
163
+18
| +12% | +$4.31K | 0.01% | 413 |
|
|
2020
Q2 | $31K | Buy |
145
+68
| +88% | +$14.5K | 0.01% | 435 |
|
|
2020
Q1 | $5K | Buy |
77
+5
| +7% | +$325 | ﹤0.01% | 905 |
|
|
2019
Q4 | $7K | Sell |
72
-2,716
| -97% | -$264K | ﹤0.01% | 890 |
|
|
2019
Q3 | $306K | Sell |
2,788
-21
| -0.7% | -$2.31K | 0.1% | 101 |
|
|
2019
Q2 | $382K | Buy |
2,809
+41
| +1% | +$5.58K | 0.12% | 81 |
|
|
2019
Q1 | $356K | Buy |
2,768
+2,749
| +14,468% | +$354K | 0.12% | 79 |
|
|
2018
Q4 | $1K | Buy |
+19
| New | +$1K | ﹤0.01% | 1070 |
|