Capital Advisors Inc’s Twilio TWLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,713
| Closed | -$282K | – | 258 |
|
|
2022
Q1 | $282K | Hold |
1,713
| – | – | 0.01% | 215 |
|
|
2021
Q4 | $451K | Buy |
1,713
+190
| +12% | +$50K | 0.01% | 177 |
|
|
2021
Q3 | $486K | Hold |
1,523
| – | – | 0.01% | 168 |
|
|
2021
Q2 | $600K | Hold |
1,523
| – | – | 0.02% | 152 |
|
|
2021
Q1 | $519K | Sell |
1,523
-12
| -0.8% | -$4.09K | 0.02% | 153 |
|
|
2020
Q4 | $520K | Buy |
1,535
+27
| +2% | +$9.15K | 0.02% | 135 |
|
|
2020
Q3 | $373K | Hold |
1,508
| – | – | 0.02% | 144 |
|
|
2020
Q2 | $393K | Buy |
+1,508
| New | +$393K | 0.02% | 136 |
|