CAG
Crestwood Advisors Group’s Twilio TWLO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | – | Sell |
-620
| Closed | -$244K | – | 274 |
|
2021
Q2 | $244K | Buy |
+620
| New | +$244K | 0.01% | 245 |
|
2020
Q1 | – | Sell |
-30,540
| Closed | -$3M | – | 251 |
|
2019
Q4 | $3M | Sell |
30,540
-845
| -3% | -$83K | 0.12% | 103 |
|
2019
Q3 | $3.45M | Sell |
31,385
-2,445
| -7% | -$269K | 0.15% | 98 |
|
2019
Q2 | $4.61M | Buy |
+33,830
| New | +$4.61M | 0.21% | 94 |
|