Bogart Wealth LLC’s Twilio TWLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.3K | Buy |
83
+11
| +15% | +$1.37K | ﹤0.01% | 786 |
|
|
2025
Q1 | $7.05K | Buy |
+72
| New | +$7.05K | ﹤0.01% | 829 |
|
|
2023
Q1 | – | Sell |
-7
| Closed | -$343 | – | 1226 |
|
|
2022
Q4 | $343 | Sell |
7
-8
| -53% | -$392 | ﹤0.01% | 934 |
|
|
2022
Q3 | $1K | Hold |
15
| – | – | ﹤0.01% | 949 |
|
|
2022
Q2 | $1K | Buy |
15
+5
| +50% | +$333 | ﹤0.01% | 871 |
|
|
2022
Q1 | $2K | Buy |
+10
| New | +$2K | ﹤0.01% | 704 |
|