Dakota Wealth Management’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 |
-1,240
| Closed | -$204K | – | 547 |
|
|
2022
Q1 | $204K | Buy |
1,240
+133
| +12% | +$21.9K | 0.02% | 410 |
|
|
2021
Q4 | $292K | Buy |
1,107
+77
| +7% | +$20.3K | 0.03% | 306 |
|
|
2021
Q3 | $329K | Sell |
1,030
-15
| -1% | -$4.79K | 0.04% | 271 |
|
|
2021
Q2 | $412K | Sell |
1,045
-26
| -2% | -$10.3K | 0.05% | 246 |
|
|
2021
Q1 | $365K | Buy |
1,071
+46
| +4% | +$15.7K | 0.05% | 239 |
|
|
2020
Q4 | $347K | Buy |
1,025
+15
| +1% | +$5.08K | 0.05% | 235 |
|
|
2020
Q3 | $250K | Buy |
+1,010
| New | +$250K | 0.04% | 238 |
|