Cyndeo Wealth Partners’s Twilio TWLO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-5,085	Closed	-$386K	–	398
2023 Q4	$386K	Buy	5,085 +336	+7%	+$25.5K	0.04%	280
2023 Q3	$278K	Buy	4,749 +1,119	+31%	+$65.5K	0.03%	288
2023 Q2	$231K	Buy	+3,630	New	+$231K	0.02%	296