BKS Advisors’s Twilio TWLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $1.45M | Buy |
11,216
+5,600
| +100% | +$723K | 0.58% | 51 |
|
|
2018
Q4 | $502K | Buy |
5,616
+3,200
| +132% | +$286K | 0.23% | 107 |
|
|
2018
Q3 | $208K | Buy |
+2,416
| New | +$208K | 0.08% | 205 |
|
|
2017
Q4 | – | Sell |
-14,416
| Closed | -$430K | – | 219 |
|
|
2017
Q3 | $430K | Buy |
14,416
+3,000
| +26% | +$89.5K | 0.17% | 129 |
|
|
2017
Q2 | $332K | Sell |
11,416
-17,000
| -60% | -$494K | 0.14% | 145 |
|
|
2017
Q1 | $820K | Sell |
28,416
-4,100
| -13% | -$118K | 0.36% | 78 |
|
|
2016
Q4 | $938K | Buy |
+32,516
| New | +$938K | 0.44% | 70 |
|