CNWM
Clay Northam Wealth Management’s Twilio TWLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-6,936
| Closed | -$424K | – | 92 |
|
|
2024
Q1 | $424K | Sell |
6,936
-65
| -0.9% | -$3.98K | 0.34% | 46 |
|
|
2023
Q4 | $531K | Sell |
7,001
-415
| -6% | -$31.5K | 0.47% | 36 |
|
|
2023
Q3 | $434K | Buy |
7,416
+720
| +11% | +$42.1K | 0.43% | 36 |
|
|
2023
Q2 | $426K | Buy |
6,696
+300
| +5% | +$19.1K | 0.41% | 40 |
|
|
2023
Q1 | $426K | Sell |
6,396
-52
| -0.8% | -$3.47K | 0.44% | 40 |
|
|
2022
Q4 | $316K | Sell |
6,448
-408
| -6% | -$20K | 0.36% | 47 |
|
|
2022
Q3 | $474K | Sell |
6,856
-102
| -1% | -$7.05K | 0.59% | 33 |
|
|
2022
Q2 | $583K | Sell |
6,958
-320
| -4% | -$26.8K | 0.73% | 28 |
|
|
2022
Q1 | $1.2M | Buy |
7,278
+195
| +3% | +$32.1K | 1.21% | 18 |
|
|
2021
Q4 | $1.87M | Buy |
+7,083
| New | +$1.87M | 1.76% | 13 |
|