Boardman Bay Capital Management’s Twilio TWLO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
$1.19M Buy
4,500
+2,500
+125% +$658K 1.97% 22
2021
Q3
$638K Buy
+2,000
New +$638K 1.12% 23
2021
Q1
Sell
-10,000
Closed -$3.39M 66
2020
Q4
$3.39M Buy
10,000
+7,000
+233% +$2.37M 3.1% 8
2020
Q3
$741K Sell
3,000
-9,500
-76% -$2.35M 0.76% 36
2020
Q2
$2.74M Sell
12,500
-12,500
-50% -$2.74M 2.24% 14
2020
Q1
$2.24M Buy
25,000
+20,736
+486% +$1.86M 2.08% 10
2019
Q4
$419K Buy
+4,264
New +$419K 0.67% 40
2017
Q2
Sell
-84,772
Closed -$2.45M 70
2017
Q1
$2.45M Buy
84,772
+69,772
+465% +$2.01M 2.07% 19
2016
Q4
$443K Buy
+15,000
New +$443K 0.97% 33